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 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

STOXX Europe 600

Financials data per

2.8%

Net Return YTD

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Data source: Globalance

+2.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

28.5%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-3.0%-2.0%-1.0%0.0%+1.0%+2.0%+3.0%
  • SPI
  • STOXX Europe 600

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%
STOXX Europe 600
 
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

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%
STOXX Europe 600
 
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%