Globalance World

ContactLog in

Compare Portfolios

vs

4.0°C

Warming Potential

54

Total Footprint

54%

Megatrend Exposure

9%

Net Return YTD

Select another portfolio to compare performance statistics.

FTSE 100

Financials data per

9%

Net Return YTD

Loading…

Data source: Globalance

Unfortunately, this data is currently not available.

47.5%

Net Return Last 3 Years

Select another portfolio to compare performance statistics.

Investment Performance

SepOctNovDecJanFebMarAprMayJunJulAugNet Return YTD-2%0%+2%+4%+6%+8%+10%
  • 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+58.1%0.3%
Schroders PLC+48.3%0.2%
DCC Energy plc+39.9%0.2%
Diploma PLC+39.4%0.3%
HSBC Holdings Plc+37.8%8.7%

Select another portfolio to compare performance statistics.

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-28.1%0.1%
Fresnillo PLC-23.4%0.3%
St. James's Place Plc-23.0%0.3%
Melrose Industries PLC-22.0%0.3%
Barratt Redrow plc-21.7%0.2%

Select another portfolio to compare performance statistics.