Globalance World

3.5°C

Warming Potential

56

Total Footprint

41%

Megatrend Exposure

1.7%

Net Return YTD

3.0°C

Warming Potential

58

Total Footprint

69%

Megatrend Exposure

-17.2%

Net Return YTD

FTSE 100

Financials data per

1.7%

Net Return YTD

+1.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

3.9%

Net Return Last 3 Years

Russell 3000

Financials data per

-17.2%

Net Return YTD

-17.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

45%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-20.0%-15.0%-10.0%-5.0%0.0%+5.0%
  • FTSE 100
  • Russell 3000

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
Shell PLC Class A+47.8%3.5%
BAE Systems plc+41.5%0.9%
Glencore plc+39.5%2.4%
Standard Chartered PLC+35.8%0.6%
BP p.l.c.+32.4%3.5%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Occidental Petroleum Corporation+126.1%0.1%
Antero Resources Corporation+125.0%0.0%
EQT Corporation+105.1%0.0%
Helmerich & Payne, Inc.+105.0%0.0%
Coterra Energy Inc.+76.5%0.0%

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
Evraz PLC-86.5%0.2%
Polymetal International Plc-81.5%0.3%
Ocado Group PLC-53.3%0.4%
JD Sports Fashion Plc-43.2%0.3%
AVEVA Group plc-34.8%0.2%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Kodiak Sciences, Inc.-91.9%0.0%
Vroom, Inc.-87.1%0.0%
Carvana Co. Class A-87.0%0.1%
fuboTV Inc.-79.2%0.0%
Skillz Inc. Class A-76.6%0.0%