Compare Portfolios
vs
1.8°C
Warming Potential
68
Total Footprint
90%
Megatrend Exposure
–
Net Return YTD
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Globalance Sokrates Fund
–
Net Return YTD
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Data source: Globalance
Data source: FactSet
Unfortunately, this data is currently not available.
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Investment Performance
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Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Panasonic Holdings Corporation | +120.2% | 0.8% | |
| Palo Alto Networks, Inc. | +108.4% | 0.7% | |
| ASML Holding NV | +69.3% | 0.7% | |
| ABB Ltd. | +41.1% | 0.7% | |
| Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR | +39.4% | 0.7% |
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Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Accenture Plc Class A | -31.2% | 0.6% | |
| Adobe Inc. | -24.7% | 0.6% | |
| Netflix, Inc. | -20.2% | 0.7% | |
| Wolters Kluwer N.V. | -17.9% | 0.6% | |
| HSBC Hang Seng Tech UCITS ETF | -13.4% | 2.2% |
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