Compare Portfolios
vs
1.7°C
Warming Potential
59
Total Footprint
69%
Megatrend Exposure
1.6%
Net Return YTD
2.2°C
Warming Potential
60
Total Footprint
70%
Megatrend Exposure
15%
Net Return YTD
SPI
Financials data per1.6%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
8.6%
Net Return Last 3 Years
Nikkei 225
Financials data per15%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
26.3%
Net Return Last 3 Years
Investment Performance
- SPI
- Nikkei 225
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
| Â | 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% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Fujikura Ltd | +60.0% | 0.1% | |
| SCREEN Holdings Co., Ltd | +57.4% | 0.3% | |
| Fuji Electric Co., Ltd. | +48.2% | 0.1% | |
| Advantest Corp. | +46.3% | 3.5% | |
| Tokyo Electron Ltd. | +40.0% | 6.3% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
| Â | 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% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Aozora Bank, Ltd. | -34.0% | 0.0% | |
| Sumitomo Pharma Co.Ltd. | -22.3% | 0.1% | |
| Sharp Corporation | -20.0% | 0.1% | |
| Mercari, Inc. | -18.6% | 0.3% | |
| OMRON Corporation | -18.2% | 0.7% |