2.4°C

Warming Potential

59

Total Footprint

53%

Megatrend Exposure

-6.3%

Net Return YTD

2.8°C

Warming Potential

58

Total Footprint

65%

Megatrend Exposure

-14.3%

Net Return YTD

STOXX Europe 600

Financials data per

-6.3%

Net Return YTD

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Data source: Globalance

-6.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

20.2%

Net Return Last 3 Years

Russell 3000

Financials data per

-14.3%

Net Return YTD

Loading…

Data source: Globalance

-14.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

35.2%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-25.0%-20.0%-15.0%-10.0%-5.0%0.0%+5.0%
  • STOXX Europe 600
  • Russell 3000

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+139.9%0.1%
OCI NV+91.9%0.1%
Tenaris S.A.+79.0%0.1%
AIXTRON SE+75.8%0.0%
Saab AB Class B+73.8%0.0%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Target Hospitality Corp.+319.7%0.0%
CONSOL Energy Inc+240.6%0.0%
TransMedics Group, Inc.+235.5%0.0%
Peabody Energy Corporation+213.7%0.0%
Tidewater Inc+202.3%0.0%

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
Samhallsbyggnadsbolaget I Norden AB Class B-70.1%0.0%
KION GROUP AG-68.1%0.0%
Credit Suisse Group AG-63.7%0.1%
Vitrolife AB-63.7%0.0%
HelloFresh SE-62.3%0.0%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Tricida Inc-97.4%0.0%
Carvana Co. Class A-96.5%0.0%
TuSimple Holdings, Inc. Class A-93.8%0.0%
Volta, Inc. Class A-93.0%0.0%
Kodiak Sciences, Inc.-91.2%0.0%