1.7°C

Warming Potential

59

Total Footprint

69%

Megatrend Exposure

1.6%

Net Return YTD

2.4°C

Warming Potential

63

Total Footprint

71%

Megatrend Exposure

5.1%

Net Return YTD

SPI

Financials data per

1.6%

Net Return YTD

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Data source: Globalance

+1.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

8.6%

Net Return Last 3 Years

S&P 500

Financials data per

5.1%

Net Return YTD

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Data source: Globalance

+5.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

33.4%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-2.0%0.0%+2.0%+4.0%+6.0%
  • SPI
  • S&P 500

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
Newron Pharmaceuticals S.p.A.+67.7%0.0%
Lonza Group AG+29.2%2.2%
Cosmo Pharmaceuticals NV+27.5%0.0%
DocMorris Ltd+25.0%0.1%
Kudelski SA+21.5%0.0%
S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NVIDIA Corporation+46.6%2.9%
Eli Lilly and Company+34.4%1.3%
Meta Platforms Inc Class A+33.7%1.9%
Catalent Inc+29.4%0.0%
Ralph Lauren Corporation Class A+25.4%0.0%

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
Meyer Burger Technology AG-44.8%0.1%
Idorsia Ltd.-34.9%0.0%
Temenos AG-22.5%0.3%
Gurit Holding AG-18.8%0.0%
Komax Holding AG-17.8%0.1%
S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Archer-Daniels-Midland Company-25.0%0.1%
MarketAxess Holdings Inc.-25.0%0.0%
Charter Communications, Inc. Class A-24.6%0.1%
Boeing Company-21.8%0.3%
Carnival Corporation-20.2%0.0%