Globalance World

4.0°C

Warming Potential

58

Total Footprint

59%

Megatrend Exposure

-0.7%

Net Return YTD

Select another portfolio to compare performance statistics.

DAX

Financials data per

-0.7%

Net Return YTD

-0.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

40.8%

Net Return Last 3 Years

Select another portfolio to compare performance statistics.

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-1.0%-0.5%0.0%+0.5%+1.0%+1.5%+2.0%+2.5%
  • DAX

Top 5 Assets

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

DAX
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Henkel AG & Co. KGaA Pref+15.7%0.9%
Bayerische Motoren Werke AG+12.2%2.0%
Bayer AG+11.9%3.5%
Daimler AG+10.7%5.1%
BASF SE+10.2%4.0%

Select another portfolio to compare performance statistics.

Bottom 5 Assets

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

DAX
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Sartorius AG Pref-23.4%0.9%
Delivery Hero SE-19.9%1.4%
HelloFresh SE-16.7%1.0%
Merck KGaA-15.8%1.9%
PUMA SE-13.3%0.8%

Select another portfolio to compare performance statistics.