Globalance World

3.1°C

Warming Potential

59

Total Footprint

65%

Megatrend Exposure

23.7%

Return YTD

3.4°C

Warming Potential

56

Total Footprint

41%

Megatrend Exposure

12.8%

Return YTD

MSCI World

Financials data per

23.7%

Return YTD

+23.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

72.4%

Last 3 Years Return

FTSE 100

Financials data per

12.8%

Return YTD

+12.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

4.8%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%+20.0%+25.0%
  • 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
AMC Entertainment Holdings, Inc. Class A+1,845.3%0.0%
Nippon Yusen Kabushiki Kaisha+231.0%0.0%
Moderna, Inc.+170.6%0.1%
Devon Energy Corporation+167.4%0.0%
Lasertec Corp.+161.4%0.0%
FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Ashtead Group plc+84.9%1.4%
Entain PLC+69.4%0.6%
Glencore plc+64.8%2.4%
Meggitt PLC+58.8%0.3%
Royal Mail plc+54.8%0.2%

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
TeamViewer AG-72.7%0.0%
Peloton Interactive, Inc. Class A-70.9%0.0%
Zillow Group, Inc. Class C-59.0%0.0%
Boston Beer Company, Inc. Class A-53.8%0.0%
Canopy Growth Corporation-52.7%0.0%
FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
London Stock Exchange Group plc-24.9%1.3%
Flutter Entertainment Plc-24.7%1.1%
Ocado Group PLC-17.1%0.4%
Associated British Foods plc-14.7%0.4%
Fresnillo PLC-14.1%0.1%