Globalance World

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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 per

10.8%

Net Return YTD

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Data source: Globalance

+10.8%

Portfolio Year to Date Return

-∞%+∞%0%

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

OctNovDecJanFebMarAprMayJunJulAugSepNet Return YTD-10%-5%0%+5%+10%+15%
  • SPI

Top 5 Assets

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

SPI
 
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

SPI
 
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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