Globalance World

3.5°C

Warming Potential

59

Total Footprint

55%

Megatrend Exposure

20.1%

Return YTD

3.4°C

Warming Potential

56

Total Footprint

41%

Megatrend Exposure

10.1%

Return YTD

STOXX Europe 600

Financials data per

20.1%

Return YTD

+20.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

42.6%

Last 3 Years Return

FTSE 100

Financials data per

10.1%

Return YTD

+10.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

1%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%+20.0%+25.0%+30.0%
  • STOXX Europe 600
  • FTSE 100

Top 5 Assets

These are the assets with the highest finance score in each of the two portfolios

STOXX Europe 600
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
zooplus AG+182.1%0.0%
EQT AB+141.9%0.3%
Vitrolife AB+139.9%0.0%
Samhallsbyggnadsbolaget I Norden AB Class B+130.0%0.1%
Vivendi SE+124.1%0.1%
FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Ashtead Group plc+78.2%1.4%
Meggitt PLC+58.6%0.3%
Glencore plc+56.0%2.4%
Royal Mail plc+52.7%0.2%
Entain PLC+52.1%0.6%

Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

STOXX Europe 600
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
TeamViewer AG-71.8%0.0%
Allegro.eu Societe anonyme-50.4%0.0%
Atos SE-49.4%0.0%
Galapagos NV-47.1%0.0%
Ubisoft Entertainment SA-43.0%0.0%
FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Flutter Entertainment Plc-31.8%1.1%
London Stock Exchange Group plc-23.1%1.3%
Ocado Group PLC-20.0%0.4%
Melrose Industries PLC-19.1%0.4%
International Consolidated Airlines Group SA-17.8%0.3%