Compare Portfolios
vs
2.3°C
Warming Potential
59
Total Footprint
96%
Megatrend Exposure
-7.9%
Net Return YTD
1.6°C
Warming Potential
65
Total Footprint
97%
Megatrend Exposure
7.2%
Net Return YTD
Hang Seng Index
Financials data per-7.9%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
-23.2%
Net Return Last 3 Years
Globalance Zukunftbeweger Fonds (USD)
Financials data per7.2%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
$0
Portfolio Value (Ref. curr.)
–
Net Return Since Inception
Investment Performance
- Hang Seng Index
- Globalance Zukunftbeweger Fonds (USD)
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Li Auto, Inc. Class A | +47.3% | 6.2% | |
| Semiconductor Manufacturing International Corp. | +21.4% | 5.3% | |
| Netease Inc | +16.2% | 5.5% | |
| Lenovo Group Limited | +14.8% | 3.4% | |
| Kingsoft Corp. Ltd. | +9.0% | 1.8% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| NVIDIA Corporation | +158.9% | 1.5% | |
| Advanced Micro Devices, Inc. | +82.5% | 1.5% | |
| Tesla, Inc. | +65.6% | 1.5% | |
| MercadoLibre, Inc. | +46.4% | 1.5% | |
| Omnicell, Inc. | +45.6% | 1.5% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| GDS Holdings Ltd. | -52.9% | 0.3% | |
| JD.com, Inc. Class A | -41.7% | 6.2% | |
| Kingdee International Software Group Co., Ltd. | -37.9% | 1.8% | |
| Meituan Class B | -36.9% | 8.3% | |
| JD Health International, Inc. | -32.4% | 3.5% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Etsy, Inc. | -32.3% | 1.5% | |
| Nordic Semiconductor ASA | -29.0% | 1.5% | |
| Sunrun Inc. | -26.6% | 1.5% | |
| Solaria Energia y Medio Ambiente, S.A. | -25.8% | 1.5% | |
| Estee Lauder Companies Inc. Class A | -25.3% | 1.5% |