SELECTIONS
Governance driven
The “governance-driven” portfolio designed by AlphaValue relies on the AlphaValue governance metrics which are both proprietary and strictly independent. AlphaValue holds the view that ultimately only Governance matters in ESG driven stock selection. The portfolio is limited to 25 equally weighted issuers, all daily researched by AlphaValue analysts on both financial and non-financial items.

 

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Cumulative PerfYTD
Governance driven 16.2%
Stoxx600 NR 20.7%
Outperf -4.5%
Key Figures
Number of stocks25
Inception date2018-12-14
BenchmarkStoxx600
Top Performers (out of 25) Cumul. Perf
ASML312.77%
GENMAB160.13%
FERGUSON122.15%
**70.54%
**52.89%
Selection Performance vs STOXX600
Sectors Weight%
Telecoms12.0%
Media12.0%
Other financials8.0%
Semi conductors8.0%
Non Food Retail8.0%
   
Countries Weight%
UK40.0%
Netherlands16.0%
Switzerland12.0%
Norway8.0%
Finland8.0%
   
Exposures Weight%
US Dollar28.7%
Oil Price4.8%
Power Price0.0%
Global Warming1.8%
British Pound13.3%