2.1°C

Warming Potential

64

Total Footprint

89%

Megatrend Exposure

-30.5%

Net Return YTD

2.0°C

Warming Potential

57

Total Footprint

77%

Megatrend Exposure

-19%

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

SMI

Financials data per

-19%

Net Return YTD

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Data source: Globalance

-19%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

11%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-40.0%-30.0%-20.0%-10.0%0.0%+10.0%
  • Nasdaq Composite
  • SMI

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%
SMI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Zurich Insurance Group Ltd+6.6%5.5%
Swisscom AG-2.6%1.2%
Novartis AG-3.5%17.3%
Holcim Ltd-7.7%2.2%
UBS Group AG-8.4%4.5%

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%
SMI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Credit Suisse Group AG-53.0%1.2%
Sika AG-47.6%3.1%
Partners Group Holding AG-45.2%2.0%
Geberit AG-42.9%1.6%
Logitech International S.A.-42.1%0.8%