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vs

4.0°C

Warming Potential

54

Total Footprint

54%

Megatrend Exposure

6%

Net Return YTD

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FTSE 100

Financials data per

6%

Net Return YTD

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Data source: Globalance

+6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

41.6%

Net Return Last 3 Years

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Investment Performance

AugSepOctNovDecJanFebMarAprMayJunJulNet Return YTD-2.0%0.0%+2.0%+4.0%+6.0%+8.0%+10.0%
  • FTSE 100

Top 5 Assets

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

FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Beazley Plc+57.7%0.3%
Polar Capital Technology Trust PLC+53.7%0.2%
Schroders PLC+48.0%0.2%
DCC Plc+38.0%0.2%
Diploma PLC+35.8%0.3%

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Bottom 5 Assets

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

FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Entain PLC-25.8%0.1%
Barratt Redrow plc-24.9%0.2%
Mondi plc-24.2%0.2%
Babcock International Group PLC-23.4%0.3%
Experian PLC-22.8%1.0%

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