Globalance World

3.6°C

Warming Potential

55

Total Footprint

40%

Megatrend Exposure

9%

Return YTD

1.7°C

Warming Potential

65

Total Footprint

92%

Megatrend Exposure

2.6%

Return YTD

FTSE 100

Financials data per

9%

Return YTD

+9%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-14.3%

Last Year Return

3.8%

Last Month Return

-7%

Last 3 Years Return

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Financials data per

2.6%

Return YTD

+2.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

49.5%

Last Year Return

-0.8%

Last Month Return

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-2.0%0.0%+2.0%+4.0%+6.0%+8.0%+10.0%
  • FTSE 100
  • Bertrand Piccard

Top 5 Companies

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

FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Entain PLC+47.7%0.5%
Evraz PLC+45.7%0.2%
Ashtead Group plc+38.3%1.1%
Anglo American plc+37.0%2.0%
Kingfisher Plc+36.0%0.4%
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Asset Name
YTD Return % (Asset curr.)
% of portfolio
Umicore+29.6%5.5%
Nielsen Holdings Plc+28.4%6.0%
SoftBank Group Corp.+23.9%7.2%
Clean Harbors, Inc.+23.5%5.5%
Cisco Systems, Inc.+17.7%5.5%

Bottom 5 Companies

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

FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
London Stock Exchange Group plc-19.1%1.5%
Avast Plc-15.2%0.1%
Ocado Group PLC-14.2%0.6%
Just Eat Takeaway.com N.V.-9.8%0.5%
Rolls-Royce Holdings plc-8.5%0.5%
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Asset Name
YTD Return % (Asset curr.)
% of portfolio
Azure Power Global Ltd.-44.0%4.2%
Solaria Energia y Medio Ambiente, S.A.-32.5%4.5%
Sunrun Inc.-30.7%4.0%
ServiceNow, Inc.-8.9%5.4%
Autodesk, Inc.-6.5%6.0%