Compare Portfolios
vs
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
Portfolio Year to Date Return
Data source: FactSet
27.3%
Net Return Last 3 Years
Globalance Zukunftbeweger Fonds
Financials data per-22.6%
Net Return YTD
Portfolio Year to Date Return
Data source: FactSet
–
Net Return Last 3 Years
Investment Performance
- STOXX Europe 600
- Globalance Zukunftbeweger Fonds
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
| Â | 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% |
| Â | 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
| Â | 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% |
| Â | 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% |