Globalance World

3.2°C

Warming Potential

57

Total Footprint

68%

Megatrend Exposure

-2.7%

Net Return YTD

1.6°C

Warming Potential

65

Total Footprint

96%

Megatrend Exposure

-5.3%

Net Return YTD

SMI

3.2°C

Warming Potential

3.2°C

Portfolio Warming Potential

10°C0°C

Data source: Globalance and MSCI ESG

high:
31%
moderate:
50%
low:
19%

Globalance Zukunftbeweger Fonds

1.6°C

Warming Potential

1.6°C

Portfolio Warming Potential

10°C0°C

Data source: Globalance and MSCI ESG

high:
1%
moderate:
43%
low:
56%

Top 5 Assets

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

SMI
 
Asset Name
Warming Potential
% of portfolio
Sika AG1.3°C3.6%
ABB Ltd.1.3°C4.0%
Zurich Insurance Group Ltd1.5°C4.9%
Swiss Life Holding AG1.5°C1.3%
Swiss Re AG1.5°C2.1%
Globalance Zukunftbeweger Fonds
 
Asset Name
Warming Potential
% of portfolio
Globalance Climate Offset-9.9°C3.0%
Nidec Corporation1.3°C1.4%
Autodesk, Inc.1.3°C1.4%
Universal Display Corporation1.3°C1.3%
NVIDIA Corporation1.3°C1.4%

Bottom 5 Assets

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

SMI
 
Asset Name
Warming Potential
% of portfolio
Lonza Group AG5.9°C4.2%
Nestle S.A.5.2°C18.8%
Compagnie Financiere Richemont SA4.4°C5.1%
Logitech International S.A.3.9°C1.0%
Holcim Ltd3.7°C2.1%
Globalance Zukunftbeweger Fonds
 
Asset Name
Warming Potential
% of portfolio
Amazon.com, Inc.3.9°C1.4%
Ain Holdings Inc.3.7°C1.4%
Equinix, Inc.3.5°C1.4%
Zur Rose Group AG3.3°C1.5%
Kurita Water Industries Ltd.3.2°C1.3%