2.1°C

Warming Potential

64

Total Footprint

89%

Megatrend Exposure

-30.5%

Net Return YTD

2.7°C

Warming Potential

59

Total Footprint

55%

Megatrend Exposure

-17.7%

Net Return YTD

Nasdaq Composite

Financials data per

-30.5%

Net Return YTD

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Data source: Globalance

-30.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

34%

Net Return Last 3 Years

STOXX Europe 600

Financials data per

-17.7%

Net Return YTD

Loading…

Data source: Globalance

-17.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

9%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-40.0%-30.0%-20.0%-10.0%0.0%+10.0%
  • Nasdaq Composite
  • STOXX Europe 600

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
Vertex Pharmaceuticals Incorporated+29.1%0.6%
T-Mobile US, Inc.+14.1%1.5%
Activision Blizzard, Inc.+13.4%0.5%
American Electric Power Company, Inc.+12.5%0.4%
Regeneron Pharmaceuticals, Inc.+10.4%0.5%
STOXX Europe 600
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Rheinmetall AG+90.6%0.1%
OCI NV+59.6%0.0%
Swedish Match AB+53.1%0.2%
Bank of Ireland Group Plc+51.1%0.1%
Saab AB Class B+50.5%0.0%

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
Okta, Inc. Class A-75.8%0.1%
Align Technology, Inc.-66.2%0.2%
DocuSign, Inc.-65.6%0.1%
Match Group, Inc.-64.2%0.2%
Lucid Group, Inc.-63.1%0.3%
STOXX Europe 600
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Uniper SE-91.4%0.0%
Sinch AB-87.3%0.0%
Atos SE-80.5%0.0%
Samhallsbyggnadsbolaget I Norden AB Class B-78.9%0.0%
KION GROUP AG-77.5%0.0%