Globalance World

2.8°C

Warming Potential

60

Total Footprint

72%

Megatrend Exposure

3.1%

Return YTD

3.4°C

Warming Potential

56

Total Footprint

41%

Megatrend Exposure

10.1%

Return YTD

Nikkei 225

Financials data per

3.1%

Return YTD

+3.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

27%

Last 3 Years Return

FTSE 100

Financials data per

10.1%

Return YTD

+10.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

1%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%
  • Nikkei 225
  • FTSE 100

Top 5 Assets

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

Nikkei 225
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Nippon Yusen Kabushiki Kaisha+222.6%0.1%
Kawasaki Kisen Kaisha, Ltd.+127.7%0.1%
Mitsui O.S.K.Lines,Ltd.+119.8%0.1%
Citizen Watch Co, Ltd.+88.9%0.1%
Ebara Corporation+85.2%0.2%
FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Ashtead Group plc+78.2%1.4%
Meggitt PLC+58.6%0.3%
Glencore plc+56.0%2.4%
Royal Mail plc+52.7%0.2%
Entain PLC+52.1%0.6%

Bottom 5 Assets

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

Nikkei 225
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
M3, Inc.-37.2%1.8%
Keio Corporation-34.5%0.1%
Odakyu Electric Railway Co., Ltd.-31.4%0.1%
Chugai Pharmaceutical Co., Ltd.-28.1%1.5%
Teijin Limited-26.4%0.0%
FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Flutter Entertainment Plc-31.8%1.1%
London Stock Exchange Group plc-23.1%1.3%
Ocado Group PLC-20.0%0.4%
Melrose Industries PLC-19.1%0.4%
International Consolidated Airlines Group SA-17.8%0.3%