Globalance World

3.2°C

Warming Potential

57

Total Footprint

68%

Megatrend Exposure

17.4%

Return YTD

3.4°C

Warming Potential

56

Total Footprint

41%

Megatrend Exposure

10.1%

Return YTD

SMI

Financials data per

17.4%

Return YTD

+17.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

49.1%

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%
  • SMI
  • FTSE 100

Top 5 Assets

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

SMI
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Compagnie Financiere Richemont SA+69.1%5.1%
Partners Group Holding AG+49.8%3.0%
Sika AG+48.8%3.6%
ABB Ltd.+30.7%4.0%
Lonza Group AG+30.4%4.2%
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

SMI
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Credit Suisse Group AG-21.2%2.0%
Logitech International S.A.-8.0%1.0%
Novartis AG-7.1%14.6%
Holcim Ltd-0.7%2.1%
Zurich Insurance Group Ltd+7.8%4.9%
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%