Compare Portfolios
vs
2.7°C
Warming Potential
59
Total Footprint
55%
Megatrend Exposure
-18.2%
Net Return YTD
2.0°C
Warming Potential
57
Total Footprint
77%
Megatrend Exposure
-19.1%
Net Return YTD
STOXX Europe 600
Financials data per-18.2%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
7.8%
Net Return Last 3 Years
SMI
Financials data per-19.1%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
10.5%
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 | +99.0% | 0.1% | |
| OCI NV | +61.5% | 0.0% | |
| Swedish Match AB | +53.1% | 0.2% | |
| Thales SA | +52.6% | 0.1% | |
| BAE Systems plc | +50.7% | 0.3% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Zurich Insurance Group Ltd | +5.0% | 5.5% | |
| Novartis AG | -4.0% | 17.3% | |
| Swisscom AG | -4.0% | 1.2% | |
| Holcim Ltd | -7.7% | 2.2% | |
| UBS Group AG | -8.0% | 4.5% |
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 |
|---|---|---|---|
| Uniper SE | -89.4% | 0.0% | |
| Sinch AB | -87.2% | 0.0% | |
| Atos SE | -80.0% | 0.0% | |
| Samhallsbyggnadsbolaget I Norden AB Class B | -79.4% | 0.0% | |
| KION GROUP AG | -77.2% | 0.0% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Credit Suisse Group AG | -53.2% | 1.2% | |
| Sika AG | -47.9% | 3.1% | |
| Partners Group Holding AG | -45.5% | 2.0% | |
| Geberit AG | -42.5% | 1.6% | |
| Lonza Group AG | -41.8% | 3.8% |