Globalance World

2.8°C

Warming Potential

60

Total Footprint

72%

Megatrend Exposure

-1.9%

Net Return YTD

3.1°C

Warming Potential

59

Total Footprint

65%

Megatrend Exposure

-3.3%

Net Return YTD

Nikkei 225

Financials data per

-1.9%

Net Return YTD

-1.9%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

36.7%

Net Return Last 3 Years

MSCI World

Financials data per

-3.3%

Net Return YTD

-3.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

66%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-4.0%-3.0%-2.0%-1.0%0.0%+1.0%+2.0%
  • Nikkei 225
  • MSCI World

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
T&D Holdings, Inc.+19.8%0.0%
Mitsubishi Heavy Industries, Ltd.+19.2%0.0%
JFE Holdings, Inc.+17.0%0.0%
NIPPON STEEL CORP.+16.6%0.0%
Sumitomo Metal Mining Co., Ltd.+16.5%0.3%
MSCI World
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Discovery, Inc. Class A+32.5%0.0%
Schlumberger NV+26.2%0.1%
Halliburton Company+25.7%0.0%
Hess Corporation+24.0%0.0%
Occidental Petroleum Corporation+22.5%0.0%

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
M3, Inc.-19.3%1.8%
Keyence Corporation-14.0%0.8%
Recruit Holdings Co., Ltd.-13.2%2.8%
Olympus Corp.-12.9%1.2%
Kikkoman Corporation-11.7%1.1%
MSCI World
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Carvana Co. Class A-32.5%0.0%
10x Genomics Inc Class A-30.2%0.0%
HubSpot, Inc.-29.9%0.1%
Roku, Inc. Class A-26.6%0.1%
Sysmex Corporation-26.3%0.0%