Globalance World

4.0°C

Warming Potential

58

Total Footprint

59%

Megatrend Exposure

11.4%

Return YTD

3.4°C

Warming Potential

56

Total Footprint

41%

Megatrend Exposure

10.1%

Return YTD

DAX

Financials data per

11.4%

Return YTD

+11.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

35.3%

Last 3 Years Return

FTSE 100

Financials data per

10.1%

Return YTD

+10.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

1%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%+20.0%
  • DAX
  • FTSE 100

Top 5 Assets

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

DAX
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Sartorius AG Pref+69.0%0.9%
Merck KGaA+59.9%1.9%
Siemens Healthineers AG+53.2%1.1%
HelloFresh SE+50.7%1.0%
Daimler AG+46.2%5.1%
FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Ashtead Group plc+78.2%1.4%
Meggitt PLC+58.6%0.3%
Glencore plc+56.0%2.4%
Royal Mail plc+52.7%0.2%
Entain PLC+52.1%0.6%

Bottom 5 Assets

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

DAX
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
MTU Aero Engines AG-21.3%0.8%
Henkel AG & Co. KGaA Pref-20.2%0.9%
Fresenius Medical Care AG & Co. KGaA-19.8%0.8%
Siemens Energy AG-19.4%0.8%
adidas AG-13.9%3.6%
FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Flutter Entertainment Plc-31.8%1.1%
London Stock Exchange Group plc-23.1%1.3%
Ocado Group PLC-20.0%0.4%
Melrose Industries PLC-19.1%0.4%
International Consolidated Airlines Group SA-17.8%0.3%