2.2°C

Warming Potential

54

Total Footprint

92%

Megatrend Exposure

-23.4%

Net Return YTD

1.6°C

Warming Potential

65

Total Footprint

98%

Megatrend Exposure

-29.4%

Net Return YTD

Hang Seng Index

Financials data per

-23.4%

Net Return YTD

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Data source: Globalance

-23.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-31.6%

Net Return Last 3 Years

Globalance Zukunftbeweger Fonds

Financials data per

-29.4%

Net Return YTD

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Data source: Globalance

-29.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

$0

Portfolio Value (Ref. curr.)

Net Return Since Inception

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-30.0%-20.0%-10.0%0.0%+10.0%
  • Hang Seng Index
  • Globalance Zukunftbeweger Fonds

Top 5 Assets

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

Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Trip.com Group Ltd.+8.4%0.7%
Semiconductor Manufacturing International Corp.-11.8%5.0%
Baidu, Inc. Class A-19.5%4.3%
Netease Inc-21.1%6.1%
Li Auto, Inc. Class A-22.4%3.1%
Globalance Zukunftbeweger Fonds
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Vertex Pharmaceuticals Incorporated+29.1%1.5%
Stride, Inc.+23.0%1.5%
Neurocrine Biosciences, Inc.+21.5%1.5%
Brambles Limited+12.8%1.5%
Ain Holdings Inc.+9.0%1.5%

Bottom 5 Assets

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

Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
XPeng, Inc. Class A-72.4%1.1%
Ming Yuan Cloud Group Holdings Limited-68.3%0.5%
Sunny Optical Technology (Group) Co., Ltd.-66.8%5.4%
Bilibili, Inc. Class Z-64.9%1.3%
AAC Technologies Holdings Inc.-57.0%0.8%
Globalance Zukunftbeweger Fonds
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Zur Rose Group AG-86.9%1.5%
RingCentral, Inc. Class A-78.2%1.5%
Align Technology, Inc.-66.2%1.5%
Block, Inc. Class A-65.2%1.5%
CANCOM SE-57.5%1.5%