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vs

2.7°C

Warming Potential

63

Total Footprint

71%

Megatrend Exposure

2.7%

Net Return YTD

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DAX

Financials data per

2.7%

Net Return YTD

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Data source: Globalance

+2.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

55.5%

Net Return Last 3 Years

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Investment Performance

AugSepOctNovDecJanFebMarAprMayJunJulNet Return YTD-10.0%-5.0%0.0%+5.0%+10.0%
  • 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
Siemens Energy AG+44.3%8.6%
Infineon Technologies AG+40.9%4.2%
RWE AG+36.0%2.4%
BASF SE+22.5%2.9%
E.ON SE+20.9%2.5%

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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
SAP SE-28.5%9.0%
Porsche Automobil Holding SE Pref-21.8%0.3%
Beiersdorf AG-21.8%0.4%
Scout24 SE-21.3%0.3%
Siemens Healthineers AG-19.3%0.8%

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