Globalance World

1.6°C

Warming Potential

65

Total Footprint

96%

Megatrend Exposure

-5.3%

Net Return YTD

3.5°C

Warming Potential

56

Total Footprint

41%

Megatrend Exposure

2.1%

Net Return YTD

Globalance Zukunftbeweger Fonds

Financials data per

-5.3%

Net Return YTD

-5.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

Net Return Last 3 Years

FTSE 100

Financials data per

2.1%

Net Return YTD

+2.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

10%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-6.0%-4.0%-2.0%0.0%+2.0%+4.0%
  • Globalance Zukunftbeweger Fonds
  • FTSE 100

Top 5 Assets

These are the assets with the highest finance score in each of the two portfolios

Globalance Zukunftbeweger Fonds
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Airtel Africa Plc+7.0%1.4%
Vertex Pharmaceuticals Incorporated+6.6%1.3%
TripAdvisor, Inc.+6.2%1.4%
Splunk Inc.+6.0%1.4%
Vodafone Group Plc+5.4%1.4%
FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
BP p.l.c.+17.6%3.5%
Standard Chartered PLC+16.7%0.6%
International Consolidated Airlines Group SA+16.1%0.3%
Barclays PLC+15.2%1.7%
HSBC Holdings Plc+15.1%4.5%

Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

Globalance Zukunftbeweger Fonds
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Etsy, Inc.-25.2%1.5%
Adyen NV-23.3%1.4%
ABCAM PLC-22.3%1.4%
Align Technology, Inc.-20.2%1.4%
Mercari, Inc.-18.7%1.3%
FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Halma plc-17.0%0.6%
Croda International Plc-16.8%0.7%
Spirax-Sarco Engineering PLC-16.3%0.6%
Experian PLC-15.0%1.6%
Ocado Group PLC-13.9%0.4%