Globalance World

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vs

1.6°C

Warming Potential

61

Total Footprint

84%

Megatrend Exposure

9.9%

Net Return YTD

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SPI

Financials data per

9.9%

Net Return YTD

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Data source: Globalance

+9.9%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

38.7%

Net Return Last 3 Years

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Investment Performance

AugSepOctNovDecJanFebMarAprMayJunJulNet Return YTD-10.0%-5.0%0.0%+5.0%+10.0%+15.0%
  • 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+143.9%0.0%
PolyPeptide Group AG+80.3%0.0%
VAT Group AG+77.5%0.8%
COMET Holding AG+73.5%0.1%
Ascom Holding AG+70.2%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.-49.5%0.0%
Bystronic AG-47.8%0.0%
Interroll Holding AG-39.5%0.1%
Cosmo Pharmaceuticals NV-36.2%0.1%
Arbonia AG-31.8%0.0%

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