2.7°C

Warming Potential

60

Total Footprint

84%

Megatrend Exposure

12.4%

Net Return YTD

2.4°C

Warming Potential

59

Total Footprint

70%

Megatrend Exposure

9.1%

Net Return YTD

Russell 3000

Financials data per

12.4%

Net Return YTD

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Data source: Globalance

+12.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

31.9%

Net Return Last 3 Years

STOXX Europe 600

Financials data per

9.1%

Net Return YTD

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Data source: Globalance

+9.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

36.3%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-5.0%0.0%+5.0%+10.0%+15.0%+20.0%+25.0%
  • Russell 3000
  • STOXX Europe 600

Top 5 Assets

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

Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Carvana Co. Class A+785.7%0.0%
Reata Pharmaceuticals, Inc. Class A+353.7%0.0%
IonQ, Inc.+331.3%0.0%
AppLovin Corp. Class A+279.5%0.0%
BridgeBio Pharma, Inc.+246.1%0.0%
STOXX Europe 600
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Rolls-Royce Holdings plc+137.0%0.2%
Marks and Spencer Group plc+91.9%0.0%
UniCredit S.p.A.+78.7%0.4%
Frontline Plc+75.9%0.0%
Leonardo SpA+71.2%0.0%

Bottom 5 Assets

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

Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NovoCure Ltd.-78.0%0.0%
AMC Entertainment Holdings, Inc. Class A-77.8%0.0%
Hawaiian Electric Industries, Inc.-68.0%0.0%
Advance Auto Parts, Inc.-60.8%0.0%
Dollar General Corporation-56.6%0.1%
STOXX Europe 600
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Embracer Group AB Class B-53.7%0.0%
Adyen NV-45.2%0.4%
Teleperformance SA-44.7%0.1%
Just Eat Takeaway.com N.V.-40.4%0.0%
NEL ASA-39.4%0.0%