2.4°C

Warming Potential

63

Total Footprint

71%

Megatrend Exposure

5.1%

Net Return YTD

2.1°C

Warming Potential

60

Total Footprint

54%

Megatrend Exposure

2.8%

Net Return YTD

S&P 500

Financials data per

5.1%

Net Return YTD

Loading…

Data source: Globalance

+5.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

33.4%

Net Return Last 3 Years

STOXX Europe 600

Financials data per

2.8%

Net Return YTD

Loading…

Data source: Globalance

+2.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

28.5%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-4.0%-2.0%0.0%+2.0%+4.0%+6.0%
  • S&P 500
  • STOXX Europe 600

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+46.6%2.9%
Eli Lilly and Company+34.4%1.3%
Meta Platforms Inc Class A+33.7%1.9%
Catalent Inc+29.4%0.0%
Ralph Lauren Corporation Class A+25.4%0.0%
STOXX Europe 600
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Kongsberg Gruppen ASA+40.7%0.0%
Rheinmetall AG+35.3%0.1%
Kindred Group plc Shs Swedish Depository Receipts+31.3%0.0%
Saab AB Class B+30.4%0.0%
Adyen NV+29.2%0.2%

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
Archer-Daniels-Midland Company-25.0%0.1%
MarketAxess Holdings Inc.-25.0%0.0%
Charter Communications, Inc. Class A-24.6%0.1%
Boeing Company-21.8%0.3%
Carnival Corporation-20.2%0.0%
STOXX Europe 600
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Watches of Switzerland Group PLC-40.2%0.0%
Evotec SE-35.8%0.0%
Embracer Group AB Class B-35.7%0.0%
JD Sports Fashion Plc-32.4%0.0%
Grifols, S.A. Class A-31.4%0.0%