1.7°C

Warming Potential

59

Total Footprint

69%

Megatrend Exposure

1.6%

Net Return YTD

2.4°C

Warming Potential

56

Total Footprint

42%

Megatrend Exposure

-0.3%

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

FTSE 100

Financials data per

-0.3%

Net Return YTD

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Data source: Globalance

-0.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

14.3%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-4.0%-3.0%-2.0%-1.0%0.0%+1.0%+2.0%+3.0%
  • SPI
  • FTSE 100

Top 5 Assets

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

SPI
 
Asset Name
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%
FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Flutter Entertainment Plc+22.6%1.2%
GSK plc+15.6%3.2%
Hargreaves Lansdown plc+13.0%0.1%
Beazley Plc+12.1%0.2%
BAE Systems plc+11.8%1.8%

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%
FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
JD Sports Fashion Plc-32.4%0.2%
Ocado Group PLC-29.3%0.2%
Endeavour Mining PLC-26.6%0.2%
Airtel Africa Plc-26.0%0.1%
Fresnillo PLC-18.0%0.1%