Globalance World

2.5°C

Warming Potential

65

Total Footprint

90%

Megatrend Exposure

-7.3%

Net Return YTD

3.2°C

Warming Potential

57

Total Footprint

68%

Megatrend Exposure

-2.7%

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

SMI

Financials data per

-2.7%

Net Return YTD

-2.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

52.8%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-8.0%-6.0%-4.0%-2.0%0.0%+2.0%
  • 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
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%
SMI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Holcim Ltd+11.8%2.1%
Zurich Insurance Group Ltd+8.6%4.9%
Swiss Life Holding AG+8.6%1.3%
UBS Group AG+8.5%4.6%
Credit Suisse Group AG+7.6%2.0%

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
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%
SMI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Lonza Group AG-15.2%4.2%
Sika AG-13.0%3.6%
Geberit AG-12.6%2.0%
Alcon AG-11.8%3.1%
Givaudan SA-11.5%2.8%