1.7°C

Warming Potential

66

Total Footprint

92%

Megatrend Exposure

4.3%

Return YTD

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Financials data per

4.3%

Return YTD

+4.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

49.5%

Last Year Return

2.7%

Last Month Return

Last 3 Years Return

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Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-2.0%0.0%+2.0%+4.0%+6.0%+8.0%
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Top 5 Companies

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

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Asset Name
YTD Return % (Asset curr.)
% of portfolio
SoftBank Group Corp.+25.1%7.3%
China Everbright Environment Group Limited+22.3%5.4%
Nielsen Holdings Plc+22.0%5.7%
Umicore+19.1%5.0%
Best Buy Co., Inc.+18.6%5.5%

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Bottom 5 Companies

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

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Asset Name
YTD Return % (Asset curr.)
% of portfolio
Azure Power Global Ltd.-28.5%5.4%
Sunrun Inc.-24.2%4.4%
Solaria Energia y Medio Ambiente, S.A.-19.8%5.3%
Autodesk, Inc.-2.8%6.3%
China Tower Corp. Ltd. Class H-0.7%4.8%

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