2.6°C

Warming Potential

60

Total Footprint

70%

Megatrend Exposure

-5.7%

Net Return YTD

2.9°C

Warming Potential

56

Total Footprint

42%

Megatrend Exposure

-5%

Net Return YTD

Nikkei 225

Financials data per

-5.7%

Net Return YTD

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Data source: Globalance

-5.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

23%

Net Return Last 3 Years

FTSE 100

Financials data per

-5%

Net Return YTD

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Data source: Globalance

-5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-4.2%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-15.0%-10.0%-5.0%0.0%+5.0%
  • 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
Return YTD % (Asset curr.)
% of portfolio
JGC Holdings Corporation+104.2%0.2%
Mitsubishi Heavy Industries, Ltd.+98.4%0.1%
Mitsubishi Motors Corporation+90.0%0.0%
Fujikura Ltd+70.1%0.1%
Takashimaya Company, Limited+61.4%0.1%
FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
BAE Systems plc+47.5%1.3%
Pearson PLC+43.7%0.3%
Shell Plc+40.2%8.4%
BP p.l.c.+35.2%4.0%
Glencore plc+31.3%3.0%

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
Rakuten Group, Inc.-43.6%0.1%
OMRON Corporation-39.7%0.9%
Recruit Holdings Co., Ltd.-39.5%1.9%
Z Holdings Corporation-39.5%0.0%
Taiyo Yuden Co., Ltd.-39.2%0.6%
FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Ocado Group PLC-67.0%0.3%
JD Sports Fashion Plc-51.2%0.2%
Intermediate Capital Group plc-49.3%0.2%
Dechra Pharmaceuticals PLC-49.1%0.2%
B&M European Value Retail SA-48.0%0.2%