Compare Portfolios
vs
2.4°C
Warming Potential
59
Total Footprint
54%
Megatrend Exposure
9.6%
Net Return YTD
2.5°C
Warming Potential
54
Total Footprint
43%
Megatrend Exposure
0.5%
Net Return YTD
STOXX Europe 600
Financials data per9.6%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
40.8%
Net Return Last 3 Years
FTSE 100
Financials data per0.5%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
21.5%
Net Return Last 3 Years
Investment Performance
- STOXX Europe 600
- FTSE 100
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| BE Semiconductor Industries N.V. | +87.2% | 0.1% | |
| ASM International N.V. | +73.1% | 0.2% | |
| Nemetschek SE | +54.5% | 0.0% | |
| Rolls-Royce Holdings plc | +53.8% | 0.1% | |
| Temenos AG | +53.4% | 0.0% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Rolls-Royce Holdings plc | +53.8% | 0.6% | |
| Flutter Entertainment Plc | +39.4% | 1.4% | |
| BT Group plc | +31.1% | 0.5% | |
| Whitbread PLC | +29.8% | 0.3% | |
| Rentokil Initial plc | +26.7% | 0.7% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Samhallsbyggnadsbolaget I Norden AB Class B | -76.7% | 0.0% | |
| Credit Suisse Group AG | -72.7% | 0.0% | |
| Aroundtown SA | -55.1% | 0.0% | |
| Hexatronic Group AB | -52.3% | 0.0% | |
| Embracer Group AB Class B | -47.2% | 0.0% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Ocado Group PLC | -40.2% | 0.2% | |
| Anglo American plc | -29.5% | 1.5% | |
| Fresnillo PLC | -27.0% | 0.1% | |
| Glencore plc | -22.3% | 3.0% | |
| British American Tobacco p.l.c. | -20.4% | 3.2% |