Portfolio Performance
Performance is based on the daily closing prices of the ETFs and the daily closing NAV of the Delta Outcomes portfolio, specifically the Delta Outcomes Global Leaders Model Portfolio. This performance excludes dividends and their reinvestment, and it does not represent a total return index. The NAV of the Delta Outcomes Global Leaders Portfolio is gross of any fees and costs associated with the investment strategy. Past performance is not a reliable indicator of future results. The performance data shown represents historical returns and should not be interpreted as a forecast or guarantee of future performance. Investment values may rise or fall. Actual portfolio performance figures can be influenced by currency fluctuations, fees, and market conditions. Capital is at risk.
Portfolio Structure And Thematic Exposure
Sector Allocation
Diversified Regional Exposure
Diversified Regional Exposure
Diversified Regional Exposure
Diversified Regional Exposure
Diversified Regional Exposure
Largest Holdings
Delta Outcomes Global Leaders Watchlist
Impact delivered by Investee companies
The total tangible impact delivered by investee companies in the Delta Outcomes portfolio is an essential aspect of our investment strategy, reflecting the overall portfolio performance.
CONTRIBUTION TO UN SDGS*
The left graphic illustrates the percentage of the Delta Outcomes portfolio invested in companies that contribute to the UN Sustainable Development Goals, reflecting our investment strategy and its impact on overall portfolio performance.
Portfolio Climate Metrics*
*for illustrative purposes based on the current Delta Outcomes portfolio holdings and an indicative portfolio size of £10 million for calculation purposes, reflecting our investment strategy and anticipated portfolio performance.