Globalance World

2.5°C

Warming Potential

65

Total Footprint

90%

Megatrend Exposure

-7.3%

Net Return YTD

1.6°C

Warming Potential

65

Total Footprint

96%

Megatrend Exposure

-5.9%

Net Return YTD

Nasdaq Composite

Financials data per

-7.3%

Net Return YTD

-7.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

102.7%

Net Return Last 3 Years

Globalance Zukunftbeweger Fonds

Financials data per

-5.9%

Net Return YTD

-5.9%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-8.0%-6.0%-4.0%-2.0%0.0%+2.0%
  • Nasdaq Composite
  • Globalance Zukunftbeweger Fonds

Top 5 Assets

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

Nasdaq Composite
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Fox Corporation Class A+11.2%0.1%
PACCAR Inc+9.3%0.2%
Check Point Software Technologies Ltd.+8.2%0.1%
Intel Corporation+8.2%1.4%
Keurig Dr Pepper Inc.+7.1%0.3%
Globalance Zukunftbeweger Fonds
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Airtel Africa Plc+7.0%1.4%
Vertex Pharmaceuticals Incorporated+6.6%1.3%
TripAdvisor, Inc.+6.2%1.4%
Splunk Inc.+6.0%1.4%
Vodafone Group Plc+5.4%1.4%

Bottom 5 Assets

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

Nasdaq Composite
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Align Technology, Inc.-20.2%0.4%
IDEXX Laboratories, Inc.-19.6%0.4%
Moderna, Inc.-19.4%0.6%
MercadoLibre, Inc.-16.7%0.5%
DexCom, Inc.-16.7%0.4%
Globalance Zukunftbeweger Fonds
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Etsy, Inc.-25.2%1.5%
Adyen NV-23.3%1.4%
ABCAM PLC-22.3%1.4%
Align Technology, Inc.-20.2%1.4%
Mercari, Inc.-18.7%1.3%