Globalance World

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

-8.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

27.3%

Net Return Last 3 Years

SMI

Financials data per

-8.6%

Net Return YTD

-8.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

30.8%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-15.0%-10.0%-5.0%0.0%+5.0%
  • STOXX Europe 600
  • SMI

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+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%
SMI
 
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

STOXX Europe 600
 
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%
SMI
 
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%