Globalance World

3.5°C

Warming Potential

59

Total Footprint

55%

Megatrend Exposure

-8.6%

Net Return YTD

1.6°C

Warming Potential

65

Total Footprint

96%

Megatrend Exposure

-22.6%

Net Return YTD

STOXX Europe 600

Financials data per

-8.6%

Net Return YTD

-8.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

27.3%

Net Return Last 3 Years

Globalance Zukunftbeweger Fonds

Financials data per

-22.6%

Net Return YTD

-22.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-30.0%-25.0%-20.0%-15.0%-10.0%-5.0%0.0%+5.0%
  • STOXX Europe 600
  • Globalance Zukunftbeweger Fonds

Top 5 Assets

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

STOXX Europe 600
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Rheinmetall AG+130.7%0.0%
Tenaris S.A.+69.5%0.1%
Dassault Aviation SA+63.3%0.0%
Thales SA+57.3%0.1%
Leonardo SpA+57.1%0.0%
Globalance Zukunftbeweger Fonds
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Solaria Energia y Medio Ambiente, S.A.+31.0%1.4%
Nielsen Holdings Plc+25.4%1.4%
Vertex Pharmaceuticals Incorporated+22.2%1.3%
SMA Solar Technology AG+17.4%1.3%
Umicore+14.1%1.5%

Bottom 5 Assets

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

STOXX Europe 600
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Evraz PLC-86.5%0.0%
Polymetal International Plc-81.5%0.1%
Orpea SA-72.2%0.0%
Delivery Hero SE-69.7%0.2%
Just Eat Takeaway.com N.V.-60.4%0.1%
Globalance Zukunftbeweger Fonds
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Etsy, Inc.-65.3%1.5%
Mercari, Inc.-64.8%1.3%
Beyond Meat, Inc.-62.1%1.3%
Align Technology, Inc.-57.6%1.4%
PayPal Holdings, Inc.-57.0%1.3%