2.8°C

Warming Potential

62

Total Footprint

69%

Megatrend Exposure

4.7%

Net Return YTD

2.4°C

Warming Potential

56

Total Footprint

42%

Megatrend Exposure

-0.3%

Net Return YTD

Russell 3000

Financials data per

4.7%

Net Return YTD

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Data source: Globalance

+4.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

26.1%

Net Return Last 3 Years

FTSE 100

Financials data per

-0.3%

Net Return YTD

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Data source: Globalance

-0.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

14.3%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-4.0%-2.0%0.0%+2.0%+4.0%+6.0%
  • Russell 3000
  • FTSE 100

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
Vera Therapeutics, Inc. Class A+198.8%0.0%
Arcutis Biotherapeutics Inc+187.9%0.0%
Super Micro Computer, Inc.+182.6%0.0%
Sangamo Therapeutics, Inc.+154.0%0.0%
FibroGen, Inc.+147.1%0.0%
FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Flutter Entertainment Plc+22.6%1.2%
GSK plc+15.6%3.2%
Hargreaves Lansdown plc+13.0%0.1%
Beazley Plc+12.1%0.2%
BAE Systems plc+11.8%1.8%

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
Invitae Corp.-96.9%0.0%
NanoString Technologies, Inc.-92.4%0.0%
CareMax, Inc. Class A-70.6%0.0%
iRobot Corporation-68.1%0.0%
Enviva Inc-67.2%0.0%
FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
JD Sports Fashion Plc-32.4%0.2%
Ocado Group PLC-29.3%0.2%
Endeavour Mining PLC-26.6%0.2%
Airtel Africa Plc-26.0%0.1%
Fresnillo PLC-18.0%0.1%