2.4°C

Warming Potential

63

Total Footprint

71%

Megatrend Exposure

5.1%

Net Return YTD

2.4°C

Warming Potential

56

Total Footprint

42%

Megatrend Exposure

-0.3%

Net Return YTD

S&P 500

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

33.4%

Net Return Last 3 Years

FTSE 100

Financials data per

-0.3%

Net Return YTD

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Data source: Globalance

-0.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

14.3%

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
  • FTSE 100

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%
FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Flutter Entertainment Plc+22.6%1.2%
GSK plc+15.6%3.2%
Hargreaves Lansdown plc+13.0%0.1%
Beazley Plc+12.1%0.2%
BAE Systems plc+11.8%1.8%

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%
FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
JD Sports Fashion Plc-32.4%0.2%
Ocado Group PLC-29.3%0.2%
Endeavour Mining PLC-26.6%0.2%
Airtel Africa Plc-26.0%0.1%
Fresnillo PLC-18.0%0.1%