Globalance World

2.7°C

Warming Potential

57

Total Footprint

57%

Megatrend Exposure

-13.3%

Net Return YTD

1.6°C

Warming Potential

65

Total Footprint

96%

Megatrend Exposure

-23.3%

Net Return YTD

Dow Jones Indust A

2.7°C

Warming Potential

2.7°C

Portfolio Warming Potential

10°C0°C

Data source: Globalance and MSCI ESG

high:
8%
moderate:
61%
low:
31%

Globalance Zukunftbeweger Fonds

1.6°C

Warming Potential

1.6°C

Portfolio Warming Potential

10°C0°C

Data source: Globalance and MSCI ESG

high:
1%
moderate:
43%
low:
56%

Top 5 Assets

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

Dow Jones Indust A
 
Asset Name
Warming Potential
% of portfolio
Salesforce, Inc.1.3°C5.6%
Intel Corporation1.3°C0.9%
Travelers Companies, Inc.1.5°C2.9%
UnitedHealth Group Incorporated1.7°C8.4%
American Express Company1.8°C3.3%
Globalance Zukunftbeweger Fonds
 
Asset Name
Warming Potential
% of portfolio
Globalance Climate Offset-9.9°C3.0%
Nidec Corporation1.3°C1.4%
Autodesk, Inc.1.3°C1.4%
Universal Display Corporation1.3°C1.3%
NVIDIA Corporation1.3°C1.4%

Bottom 5 Assets

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

Dow Jones Indust A
 
Asset Name
Warming Potential
% of portfolio
Chevron Corporation7.1°C2.1%
Dow, Inc.6.9°C1.1%
Caterpillar Inc.6.8°C3.8%
Coca-Cola Company3.6°C1.0%
NIKE, Inc. Class B3.5°C3.2%
Globalance Zukunftbeweger Fonds
 
Asset Name
Warming Potential
% of portfolio
Amazon.com, Inc.3.9°C1.4%
Ain Holdings Inc.3.7°C1.4%
Equinix, Inc.3.5°C1.4%
Zur Rose Group AG3.3°C1.5%
Kurita Water Industries Ltd.3.2°C1.3%