2.8°C

Warming Potential

62

Total Footprint

69%

Megatrend Exposure

4.7%

Net Return YTD

2.1°C

Warming Potential

61

Total Footprint

56%

Megatrend Exposure

2.2%

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

DAX

Financials data per

2.2%

Net Return YTD

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Data source: Globalance

+2.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

21.7%

Net Return Last 3 Years

Investment Performance

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

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%
DAX
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Rheinmetall AG+35.3%1.1%
SAP SE+18.4%10.3%
MTU Aero Engines AG+16.3%0.9%
Siemens Energy AG+15.8%0.4%
Munich Reinsurance Company+9.0%4.8%

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%
DAX
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
RWE AG-22.8%2.3%
Bayer Aktiengesellschaft-14.9%3.8%
Infineon Technologies AG-11.5%3.6%
Covestro AG-8.6%0.9%
Zalando SE-7.6%0.5%