2.4°C

Warming Potential

63

Total Footprint

70%

Megatrend Exposure

12.2%

Net Return YTD

1.4°C

Warming Potential

70

Total Footprint

97%

Megatrend Exposure

-1.5%

Net Return YTD

S&P 500

Financials data per

12.2%

Net Return YTD

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Data source: Globalance

+12.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

34.2%

Net Return Last 3 Years

Globalance Zukunftbeweger Fonds (USD)

Financials data per

-1.5%

Net Return YTD

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Data source: Globalance

-1.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

$0

Portfolio Value (Ref. curr.)

Net Return Since Inception

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-10.0%-5.0%0.0%+5.0%+10.0%+15.0%
  • S&P 500
  • Globalance Zukunftbeweger Fonds (USD)

Top 5 Assets

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

S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NVIDIA Corporation+92.6%2.9%
Constellation Energy Corporation+90.7%0.1%
NRG Energy, Inc.+62.2%0.0%
GE Aerospace+58.4%0.3%
Howmet Aerospace Inc.+56.9%0.1%
Globalance Zukunftbeweger Fonds (USD)
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NVIDIA Corporation+92.6%1.5%
Sprouts Farmers Market, Inc.+63.0%1.4%
Netflix, Inc.+33.6%1.5%
Dai-ichi Life Holdings,Inc.+32.8%1.4%
Ain Holdings Inc.+31.9%1.4%

Bottom 5 Assets

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

S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
SolarEdge Technologies, Inc.-48.2%0.0%
lululemon athletica inc.-36.8%0.1%
Intel Corporation-36.3%0.4%
EPAM Systems, Inc.-35.7%0.0%
Walgreens Boots Alliance, Inc.-34.2%0.0%
Globalance Zukunftbeweger Fonds (USD)
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
DoubleVerify Holdings, Inc.-48.9%1.5%
SolarEdge Technologies, Inc.-48.2%1.6%
Solaria Energia y Medio Ambiente, S.A.-42.0%1.6%
Sunrun Inc.-39.0%2.1%
Array Technologies Inc-33.9%1.4%