2.4°C

Warming Potential

63

Total Footprint

71%

Megatrend Exposure

5.1%

Net Return YTD

2.1°C

Warming Potential

61

Total Footprint

56%

Megatrend Exposure

2.2%

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

DAX

Financials data per

2.2%

Net Return YTD

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Data source: Globalance

+2.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

21.7%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-2.0%0.0%+2.0%+4.0%+6.0%
  • S&P 500
  • DAX

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%
DAX
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Rheinmetall AG+35.3%1.1%
SAP SE+18.4%10.3%
MTU Aero Engines AG+16.3%0.9%
Siemens Energy AG+15.8%0.4%
Munich Reinsurance Company+9.0%4.8%

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%
DAX
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
RWE AG-22.8%2.3%
Bayer Aktiengesellschaft-14.9%3.8%
Infineon Technologies AG-11.5%3.6%
Covestro AG-8.6%0.9%
Zalando SE-7.6%0.5%