Globalance World

2.7°C

Warming Potential

57

Total Footprint

57%

Megatrend Exposure

14.8%

Return YTD

1.6°C

Warming Potential

64

Total Footprint

96%

Megatrend Exposure

-1.3%

Return YTD

Dow Jones Indust A

Financials data per

14.8%

Return YTD

+14.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

38.7%

Last 3 Years Return

Globalance Zukunftbeweger Fonds

Financials data per

-1.3%

Return YTD

-1.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%+20.0%
  • Dow Jones Indust A
  • Globalance Zukunftbeweger Fonds

Top 5 Assets

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

Dow Jones Indust A
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Home Depot, Inc.+53.5%6.7%
Goldman Sachs Group, Inc.+49.4%7.4%
Microsoft Corporation+49.3%6.1%
Chevron Corporation+41.9%2.1%
American Express Company+31.1%3.3%
Globalance Zukunftbeweger Fonds
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
NVIDIA Corporation+141.4%1.4%
Inovalon Holdings, Inc. Class A+126.0%1.4%
Nordic Semiconductor ASA+101.9%1.4%
IDP Education Ltd.+86.8%1.3%
Straumann Holding AG+84.0%1.4%

Bottom 5 Assets

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

Dow Jones Indust A
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Walt Disney Company-18.3%3.2%
Amgen Inc.-9.5%3.8%
Visa Inc. Class A-9.0%3.9%
Verizon Communications Inc.-7.5%1.0%
Boeing Company-6.9%4.0%
Globalance Zukunftbeweger Fonds
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Chegg, Inc.-72.3%1.5%
Scatec ASA-51.9%1.4%
Azure Power Global Ltd.-49.1%1.3%
Amedisys, Inc.-48.8%1.3%
Peptidream Inc.-46.3%1.5%