Globalance World

3.1°C

Warming Potential

59

Total Footprint

65%

Megatrend Exposure

-3.3%

Net Return YTD

3.3°C

Warming Potential

57

Total Footprint

66%

Megatrend Exposure

-3.5%

Net Return YTD

MSCI World

Financials data per

-3.3%

Net Return YTD

-3.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

66%

Net Return Last 3 Years

SPI

Financials data per

-3.5%

Net Return YTD

-3.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

50.8%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-4.0%-3.0%-2.0%-1.0%0.0%+1.0%
  • MSCI World
  • SPI

Top 5 Assets

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

MSCI World
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Discovery, Inc. Class A+32.5%0.0%
Schlumberger NV+26.2%0.1%
Halliburton Company+25.7%0.0%
Hess Corporation+24.0%0.0%
Occidental Petroleum Corporation+22.5%0.0%
SPI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Molecular Partners AG+57.1%0.0%
RELIEF THERAPEUTICS Holding AG+26.7%0.0%
Santhera Pharmaceuticals Holding AG+15.0%0.0%
Autoneum Holding AG+13.8%0.0%
GAM Holding AG+12.9%0.0%

Bottom 5 Assets

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

MSCI World
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Carvana Co. Class A-32.5%0.0%
10x Genomics Inc Class A-30.2%0.0%
HubSpot, Inc.-29.9%0.1%
Roku, Inc. Class A-26.6%0.1%
Sysmex Corporation-26.3%0.0%
SPI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Bachem Holding AG Class B-23.3%0.3%
Tecan Group AG-21.2%0.4%
Swissquote Group Holding Ltd.-18.6%0.1%
Sensirion Holding AG-18.0%0.1%
Zur Rose Group AG-17.1%0.2%