Globalance World

3.2°C

Warming Potential

57

Total Footprint

68%

Megatrend Exposure

-7.7%

Net Return YTD

1.6°C

Warming Potential

65

Total Footprint

96%

Megatrend Exposure

-23.3%

Net Return YTD

SMI

57

Total Footprint

57

Portfolio Footprint Score

0100

Data source: Globalance

adverse:
7%
balanced:
61%
positive:
32%

Globalance Zukunftbeweger Fonds

65

Total Footprint

65

Portfolio Footprint Score

0100

Data source: Globalance

adverse:
0%
balanced:
31%
positive:
69%

Top 5 Assets

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

SMI
 
Asset Name
Total Footprint
% of portfolio
Lonza Group AG854.2%
Swiss Re AG842.1%
ABB Ltd.804.0%
Zurich Insurance Group Ltd794.9%
Swiss Life Holding AG781.3%
Globalance Zukunftbeweger Fonds
 
Asset Name
Total Footprint
% of portfolio
Ballard Power Systems Inc.881.3%
Equinix, Inc.861.4%
SMA Solar Technology AG851.3%
Azure Power Global Ltd.831.3%
Microsoft Corporation821.4%

Bottom 5 Assets

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

SMI
 
Asset Name
Total Footprint
% of portfolio
Holcim Ltd332.1%
Logitech International S.A.361.0%
Sika AG423.6%
Roche Holding Ltd Dividend Right Cert.4818.6%
Novartis AG5014.6%
Globalance Zukunftbeweger Fonds
 
Asset Name
Total Footprint
% of portfolio
Zur Rose Group AG431.5%
Neurocrine Biosciences, Inc.431.4%
Ain Holdings Inc.451.4%
Peptidream Inc.461.5%
Incyte Corporation471.4%