2.8°C

Warming Potential

59

Total Footprint

65%

Megatrend Exposure

7.4%

Net Return YTD

1.7°C

Warming Potential

60

Total Footprint

73%

Megatrend Exposure

5.1%

Net Return YTD

S&P 500

Financials data per

7.4%

Net Return YTD

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Data source: Globalance

+7.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

29.9%

Net Return Last 3 Years

SMI

Financials data per

5.1%

Net Return YTD

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Data source: Globalance

+5.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

12.2%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-2.0%0.0%+2.0%+4.0%+6.0%+8.0%+10.0%
  • S&P 500
  • SMI

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
Align Technology, Inc.+63.6%0.1%
Warner Bros. Discovery, Inc. Series A+61.7%0.1%
Tesla Inc+59.8%1.2%
Meta Platforms Inc. Class A+59.2%1.0%
Catalent Inc+59.0%0.0%
SMI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Lonza Group AG+22.0%3.4%
Geberit AG+19.9%1.5%
Sika AG+19.6%3.5%
Credit Suisse Group AG+17.0%1.0%
Compagnie Financiere Richemont SA+16.6%6.4%

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
Northrop Grumman Corp.-17.1%0.2%
Pfizer Inc.-14.1%0.8%
Enphase Energy, Inc.-13.8%0.1%
Centene Corporation-13.4%0.1%
Cigna Corporation-12.8%0.3%
SMI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Logitech International S.A.-5.9%0.8%
Novartis AG-5.1%17.2%
Roche Holding Ltd Dividend Right Cert.-2.1%16.8%
Zurich Insurance Group Ltd-0.7%6.0%
Nestle S.A.+2.7%17.9%