Compare Portfolios
vs
3.5°C
Warming Potential
59
Total Footprint
55%
Megatrend Exposure
-8.6%
Net Return YTD
3.2°C
Warming Potential
57
Total Footprint
68%
Megatrend Exposure
-8.6%
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
SMI
Financials data per-8.6%
Net Return YTD
Portfolio Year to Date Return
Data source: FactSet
30.8%
Net Return Last 3 Years
Investment Performance
- STOXX Europe 600
- SMI
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 |
|---|---|---|---|
| Zurich Insurance Group Ltd | +15.4% | 4.9% | |
| Swisscom AG | +14.1% | 1.0% | |
| Novartis AG | +13.1% | 14.6% | |
| UBS Group AG | +11.1% | 4.6% | |
| Holcim Ltd | +6.3% | 2.1% |
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 |
|---|---|---|---|
| Compagnie Financiere Richemont SA | -32.5% | 5.1% | |
| Partners Group Holding AG | -32.2% | 3.0% | |
| Sika AG | -30.6% | 3.6% | |
| Geberit AG | -28.6% | 2.0% | |
| Lonza Group AG | -26.8% | 4.2% |