Globalance World

3.3°C

Warming Potential

57

Total Footprint

66%

Megatrend Exposure

17.3%

Return YTD

3.4°C

Warming Potential

56

Total Footprint

41%

Megatrend Exposure

10.1%

Return YTD

SPI

Financials data per

17.3%

Return YTD

+17.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

48.3%

Last 3 Years Return

FTSE 100

Financials data per

10.1%

Return YTD

+10.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

1%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%+20.0%+25.0%
  • SPI
  • FTSE 100

Top 5 Assets

These are the assets with the highest finance score in each of the two portfolios

SPI
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Medartis Holding AG+125.8%0.0%
Swissquote Group Holding Ltd.+117.3%0.1%
VAT Group AG+109.8%0.7%
Sensirion Holding AG+106.6%0.1%
TX Group AG+100.6%0.0%
FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Ashtead Group plc+78.2%1.4%
Meggitt PLC+58.6%0.3%
Glencore plc+56.0%2.4%
Royal Mail plc+52.7%0.2%
Entain PLC+52.1%0.6%

Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

SPI
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
RELIEF THERAPEUTICS Holding AG-78.4%0.0%
Santhera Pharmaceuticals Holding AG-54.2%0.0%
Molecular Partners AG-48.2%0.0%
GAM Holding AG-40.4%0.0%
Gurit Holding AG-39.8%0.0%
FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Flutter Entertainment Plc-31.8%1.1%
London Stock Exchange Group plc-23.1%1.3%
Ocado Group PLC-20.0%0.4%
Melrose Industries PLC-19.1%0.4%
International Consolidated Airlines Group SA-17.8%0.3%