Globalance World

3.3°C

Warming Potential

58

Total Footprint

64%

Megatrend Exposure

13.4%

Return YTD

3.6°C

Warming Potential

56

Total Footprint

40%

Megatrend Exposure

10.7%

Return YTD

MSCI World

Financials data per

13.4%

Return YTD

+13.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

48.7%

Last 3 Years Return

FTSE 100

Financials data per

10.7%

Return YTD

+10.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-6.3%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%
  • MSCI World
  • FTSE 100

Top 5 Assets

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

MSCI World
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Moderna, Inc.+89.4%0.1%
Nucor Corporation+88.7%0.1%
Devon Energy Corporation+87.9%0.0%
BlackBerry Limited+86.8%0.0%
Evolution AB+80.7%0.0%
FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Entain PLC+60.9%0.5%
BT Group plc+51.4%0.8%
Ashtead Group plc+47.9%1.1%
Evraz PLC+40.0%0.2%
Glencore plc+37.9%1.7%

Bottom 5 Assets

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

MSCI World
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Sarepta Therapeutics, Inc.-51.8%0.0%
a2 Milk Company Ltd.-46.9%0.0%
Coupa Software, Inc.-31.5%0.0%
Sunrun Inc.-31.2%0.0%
Peloton Interactive, Inc. Class A-30.7%0.1%
FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Just Eat Takeaway.com N.V.-17.8%0.5%
Ocado Group PLC-16.3%0.6%
London Stock Exchange Group plc-11.6%1.5%
Flutter Entertainment Plc-8.9%1.4%
Avast Plc-8.2%0.1%