Globalance World

1.4°C

Warming Potential

66

Total Footprint

97%

Megatrend Exposure

3.8%

Return YTD

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Financials data per

3.8%

Return YTD

+3.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

49.5%

Last Year Return

-6.1%

Last Month Return

Last 3 Years Return

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Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-10.0%-5.0%0.0%+5.0%+10.0%
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Top 5 Assets

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

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Asset Name
YTD Return % (Asset curr.)
% of portfolio
Clean Harbors, Inc.+51.2%5.3%
Accenture Plc Class A+37.9%5.1%
CANCOM SE+30.6%4.8%
Umicore+24.8%3.9%
Adyen NV+14.4%5.0%

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Bottom 5 Assets

These are the assets 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.-39.4%4.3%
Solaria Energia y Medio Ambiente, S.A.-25.9%4.8%
Beyond Meat, Inc.-25.3%3.5%
Sunrun Inc.-20.1%5.0%
Scatec ASA-18.8%4.2%

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