Globalance World

3.0°C

Warming Potential

58

Total Footprint

68%

Megatrend Exposure

13.2%

Return YTD

2.3°C

Warming Potential

64

Total Footprint

96%

Megatrend Exposure

3%

Return YTD

S&P 500

3.0°C

Warming Potential

3°C

Portfolio Warming Potential

10°C0°C

Data source: Globalance and MSCI ESG

high:
22%
moderate:
51%
low:
27%

Globalance Zukunftbeweger Fonds

2.3°C

Warming Potential

2.3°C

Portfolio Warming Potential

10°C0°C

Data source: Globalance and MSCI ESG

high:
9%
moderate:
45%
low:
46%

Top 5 Assets

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

S&P 500
 
Asset Name
Warming Potential
% of portfolio
Jacobs Engineering Group Inc.1.3°C0.1%
Monolithic Power Systems, Inc.1.3°C0.1%
Xylem Inc.1.3°C0.1%
Edison International1.3°C0.1%
Enphase Energy, Inc.1.3°C0.1%
Globalance Zukunftbeweger Fonds
 
Asset Name
Warming Potential
% of portfolio
Azure Power Global Ltd.1.3°C1.7%
Beyond Meat, Inc.1.3°C1.5%
Autodesk, Inc.1.3°C1.5%
Universal Display Corporation1.3°C1.6%
Ecolab Inc.1.3°C1.3%

Bottom 5 Assets

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

S&P 500
 
Asset Name
Warming Potential
% of portfolio
Williams Companies, Inc.10.0°C0.1%
ONEOK, Inc.10.0°C0.1%
CenterPoint Energy, Inc.10.0°C0.0%
Hess Corporation10.0°C0.1%
Marathon Oil Corporation9.7°C0.0%
Globalance Zukunftbeweger Fonds
 
Asset Name
Warming Potential
% of portfolio
Bunge Limited6.4°C1.4%
New Oriental Education & Technology Group, Inc. Sponsored ADR5.0°C1.4%
Valeo SE5.0°C1.3%
Shandong Weigao Group Medical Polymer Co. Ltd. Class H4.6°C1.6%
Lumentum Holdings, Inc.4.6°C1.6%