2.4°C

Warming Potential

56

Total Footprint

42%

Megatrend Exposure

-0.3%

Net Return YTD

2.1°C

Warming Potential

61

Total Footprint

56%

Megatrend Exposure

2.2%

Net Return YTD

FTSE 100

Financials data per

-0.3%

Net Return YTD

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Data source: Globalance

-0.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

14.3%

Net Return Last 3 Years

DAX

Financials data per

2.2%

Net Return YTD

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Data source: Globalance

+2.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

21.7%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-4.0%-3.0%-2.0%-1.0%0.0%+1.0%+2.0%+3.0%
  • FTSE 100
  • DAX

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
Flutter Entertainment Plc+22.6%1.2%
GSK plc+15.6%3.2%
Hargreaves Lansdown plc+13.0%0.1%
Beazley Plc+12.1%0.2%
BAE Systems plc+11.8%1.8%
DAX
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Rheinmetall AG+35.3%1.1%
SAP SE+18.4%10.3%
MTU Aero Engines AG+16.3%0.9%
Siemens Energy AG+15.8%0.4%
Munich Reinsurance Company+9.0%4.8%

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
JD Sports Fashion Plc-32.4%0.2%
Ocado Group PLC-29.3%0.2%
Endeavour Mining PLC-26.6%0.2%
Airtel Africa Plc-26.0%0.1%
Fresnillo PLC-18.0%0.1%
DAX
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
RWE AG-22.8%2.3%
Bayer Aktiengesellschaft-14.9%3.8%
Infineon Technologies AG-11.5%3.6%
Covestro AG-8.6%0.9%
Zalando SE-7.6%0.5%