Compare Portfolios
vs
1.7°C
Warming Potential
59
Total Footprint
69%
Megatrend Exposure
1.6%
Net Return YTD
2.1°C
Warming Potential
60
Total Footprint
54%
Megatrend Exposure
2.8%
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
STOXX Europe 600
Financials data per2.8%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
28.5%
Net Return Last 3 Years
Investment Performance
- SPI
- STOXX Europe 600
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 |
|---|---|---|---|
| Kongsberg Gruppen ASA | +40.7% | 0.0% | |
| Rheinmetall AG | +35.3% | 0.1% | |
| Kindred Group plc Shs Swedish Depository Receipts | +31.3% | 0.0% | |
| Saab AB Class B | +30.4% | 0.0% | |
| Adyen NV | +29.2% | 0.2% |
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 |
|---|---|---|---|
| Watches of Switzerland Group PLC | -40.2% | 0.0% | |
| Evotec SE | -35.8% | 0.0% | |
| Embracer Group AB Class B | -35.7% | 0.0% | |
| JD Sports Fashion Plc | -32.4% | 0.0% | |
| Grifols, S.A. Class A | -31.4% | 0.0% |