Compare Portfolios
vs
2.2°C
Warming Potential
60
Total Footprint
70%
Megatrend Exposure
25.9%
Net Return YTD
1.6°C
Warming Potential
60
Total Footprint
73%
Megatrend Exposure
5.5%
Net Return YTD
Nikkei 225
Financials data per25.9%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
23.8%
Net Return Last 3 Years
SMI
Financials data per5.5%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
15.4%
Net Return Last 3 Years
Investment Performance
- Nikkei 225
- SMI
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Kobe Steel, Ltd. | +179.7% | 0.0% | |
| SCREEN Holdings Co., Ltd | +165.6% | 0.3% | |
| Kawasaki Kisen Kaisha, Ltd. | +110.7% | 0.2% | |
| Advantest Corp. | +110.6% | 3.5% | |
| TOPPAN Holdings Inc. | +109.1% | 0.2% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| UBS Group AG | +46.6% | 6.3% | |
| Partners Group Holding AG | +46.0% | 2.1% | |
| Holcim Ltd | +41.4% | 2.9% | |
| Logitech International S.A. | +35.0% | 1.1% | |
| ABB Ltd. | +29.4% | 4.7% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Sumitomo Pharma Co.Ltd. | -51.2% | 0.1% | |
| Shiseido Company,Limited | -37.6% | 0.5% | |
| M3, Inc. | -35.2% | 0.6% | |
| Pacific Metals Co., Ltd. | -34.7% | 0.0% | |
| Yamaha Corporation | -29.6% | 0.4% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Lonza Group AG | -25.4% | 2.3% | |
| Roche Holding Ltd Dividend Right Cert. | -10.7% | 16.2% | |
| Nestle S.A. | -4.5% | 17.9% | |
| Compagnie Financiere Richemont SA | -2.6% | 5.3% | |
| Alcon AG | +0.4% | 3.1% |