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vs
1.9°C
Warming Potential
61
Total Footprint
82%
Megatrend Exposure
10.8%
Net Return YTD
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SPI
Financials data per10.8%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
17.8%
Net Return Last Year
-0.2%
Net Return Last Month
38.3%
Net Return Last 3 Years
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Investment Performance
- SPI
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 | |
|---|---|---|---|
| ams-OSRAM AG | +122.4% | 0.0% | |
| Bajaj Mobility AG | +117.5% | 0.0% | |
| OC Oerlikon Corporation AG | +102.0% | 0.0% | |
| DocMorris Ltd | +79.8% | 0.0% | |
| LEM Holding SA | +79.0% | 0.0% |
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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 | |
|---|---|---|---|
| Newron Pharmaceuticals S.p.A. | -48.9% | 0.0% | |
| Cosmo Pharmaceuticals NV | -45.7% | 0.1% | |
| Bystronic AG | -43.6% | 0.0% | |
| Varia US Properties AG | -33.6% | 0.0% | |
| Kuros Biosciences Ltd. | -31.2% | 0.0% |
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