2.4°C

Warming Potential

60

Total Footprint

53%

Megatrend Exposure

8.2%

Net Return YTD

1.8°C

Warming Potential

59

Total Footprint

69%

Megatrend Exposure

5.7%

Net Return YTD

STOXX Europe 600

Financials data per

8.2%

Net Return YTD

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Data source: Globalance

+8.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

17.7%

Net Return Last 3 Years

SPI

Financials data per

5.7%

Net Return YTD

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Data source: Globalance

+5.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

9.4%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD0.0%+2.0%+4.0%+6.0%+8.0%+10.0%
  • STOXX Europe 600
  • SPI

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
KION GROUP AG+45.3%0.0%
JD Sports Fashion Plc+42.3%0.0%
ASM International N.V.+41.0%0.1%
Telecom Italia S.p.A.+38.3%0.0%
Temenos AG+38.0%0.0%
SPI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Newron Pharmaceuticals S.p.A.+128.4%0.0%
Zur Rose Group AG+104.2%0.0%
Temenos AG+38.0%0.3%
Swissquote Group Holding Ltd.+30.5%0.1%
Zehnder Group AG Class A+27.2%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
Ubisoft Entertainment SA-20.9%0.0%
Direct Line Insurance Group Plc-16.3%0.0%
Nordic Semiconductor ASA-15.8%0.0%
Axfood AB-13.3%0.0%
Equinor ASA-12.3%0.3%
SPI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Santhera Pharmaceuticals Holding AG-42.3%0.0%
Swiss Steel Holding AG-15.9%0.0%
Medartis Holding AG-9.1%0.0%
Roche Holding Ltd-8.5%0.7%
Idorsia Ltd.-6.8%0.1%