Globalance World

3.5°C

Warming Potential

59

Total Footprint

55%

Megatrend Exposure

-8.6%

Net Return YTD

4.0°C

Warming Potential

58

Total Footprint

57%

Megatrend Exposure

-10.8%

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

DAX

Financials data per

-10.8%

Net Return YTD

-10.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

18.6%

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
  • DAX

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%
DAX
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Bayer AG+41.4%5.0%
RWE AG+23.8%2.2%
Deutsche Telekom AG+17.4%4.8%
Deutsche Boerse AG+12.8%2.4%
Mercedes-Benz Group AG+2.9%4.2%

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%
DAX
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Delivery Hero SE-69.7%0.7%
Zalando SE-49.8%0.9%
HelloFresh SE-48.9%0.6%
Sartorius AG Pref-42.1%0.8%
PUMA SE-40.8%0.6%