Globalance World

3.5°C

Warming Potential

59

Total Footprint

55%

Megatrend Exposure

-1.3%

Net Return YTD

2.5°C

Warming Potential

65

Total Footprint

90%

Megatrend Exposure

-4.8%

Net Return YTD

STOXX Europe 600

Financials data per

-1.3%

Net Return YTD

-1.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

51.3%

Net Return Last 3 Years

Nasdaq Composite

Financials data per

-4.8%

Net Return YTD

-4.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

115.7%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-6.0%-4.0%-2.0%0.0%+2.0%
  • STOXX Europe 600
  • Nasdaq Composite

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
TechnipFMC Plc+19.1%0.0%
CaixaBank SA+18.4%0.1%
Rexel SA+17.8%0.0%
BP p.l.c.+17.6%0.8%
Deutsche Lufthansa AG+17.2%0.0%
Nasdaq Composite
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Fox Corporation Class A+11.2%0.1%
PACCAR Inc+9.3%0.2%
Check Point Software Technologies Ltd.+8.2%0.1%
Intel Corporation+8.2%1.4%
Keurig Dr Pepper Inc.+7.1%0.3%

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
Vitrolife AB-29.7%0.0%
NIBE Industrier AB Class B-25.5%0.2%
Nemetschek SE-25.3%0.1%
Sartorius Stedim Biotech SA-23.9%0.1%
InPost S.A.-23.8%0.0%
Nasdaq Composite
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Align Technology, Inc.-20.2%0.4%
IDEXX Laboratories, Inc.-19.6%0.4%
Moderna, Inc.-19.4%0.6%
MercadoLibre, Inc.-16.7%0.5%
DexCom, Inc.-16.7%0.4%