2.4°C

Warming Potential

62

Total Footprint

72%

Megatrend Exposure

-3.5%

Net Return YTD

1.7°C

Warming Potential

60

Total Footprint

77%

Megatrend Exposure

-10.5%

Net Return YTD

Nikkei 225

Financials data per

-3.5%

Net Return YTD

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Data source: Globalance

-3.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

18.1%

Net Return Last 3 Years

SMI

Financials data per

-10.5%

Net Return YTD

Loading…

Data source: Globalance

-10.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

18.5%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-20.0%-15.0%-10.0%-5.0%0.0%+5.0%
  • Nikkei 225
  • SMI

Top 5 Assets

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

Nikkei 225
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Mitsubishi Heavy Industries, Ltd.+99.4%0.1%
JGC Holdings Corporation+90.4%0.2%
Fujikura Ltd+89.9%0.1%
Mitsubishi Motors Corporation+83.5%0.0%
Tokyo Electric Power Company Holdings, Incorporated+66.3%0.0%
SMI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Zurich Insurance Group Ltd+17.9%6.1%
Holcim Ltd+10.3%2.4%
Novartis AG+8.7%17.4%
UBS Group AG+8.2%4.8%
Swisscom AG+3.7%1.1%

Bottom 5 Assets

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

Nikkei 225
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Z Holdings Corporation-42.6%0.0%
Rakuten Group, Inc.-42.0%0.1%
Recruit Holdings Co., Ltd.-37.8%1.7%
OMRON Corporation-37.6%0.9%
Hino Motors,Ltd.-35.9%0.1%
SMI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Credit Suisse Group AG-63.7%1.1%
Partners Group Holding AG-37.6%1.9%
Geberit AG-36.0%1.5%
Sika AG-35.8%3.2%
Lonza Group AG-33.4%3.6%