Globalance World

Warming Potential

Total Footprint

Megatrend Exposure

Return YTD

3.1°C

Warming Potential

56

Total Footprint

69%

Megatrend Exposure

13.6%

Return YTD

Return YTD

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SMI

Financials data per

13.6%

Return YTD

+13.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

45.3%

Last 3 Years Return

Investment Performance

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Top 5 Assets

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

Unfortunately, this data is currently not available.

SMI
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Partners Group Holding AG+60.5%2.4%
ABB Ltd.+36.7%4.6%
Sika AG+36.4%3.3%
Geberit AG+35.7%1.9%
Alcon AG+34.8%3.0%

Bottom 5 Assets

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

Unfortunately, this data is currently not available.

SMI
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Credit Suisse Group AG-19.2%2.7%
Novartis AG-4.0%17.1%
Holcim Ltd-1.6%2.5%
Swiss Re AG+3.6%2.4%
Swatch Group Ltd. Bearer+7.7%0.8%