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

-18.2%

Portfolio Year to Date Return

-∞%+∞%0%

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

-19.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

10.5%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-20.0%-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+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%
SMI
 
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

STOXX Europe 600
 
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%
SMI
 
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%