Globalance World

3.6°C

Warming Potential

60

Total Footprint

60%

Megatrend Exposure

4.2%

Net Return YTD

3.0°C

Warming Potential

58

Total Footprint

69%

Megatrend Exposure

-2.6%

Net Return YTD

Hang Seng Index

Financials data per

4.2%

Net Return YTD

+4.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-7.3%

Net Return Last 3 Years

Russell 3000

Financials data per

-2.6%

Net Return YTD

-2.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

87.3%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-4.0%-2.0%0.0%+2.0%+4.0%+6.0%
  • Hang Seng Index
  • Russell 3000

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
China Overseas Land & Investment Limited+19.7%0.5%
HSBC Holdings Plc+15.1%7.1%
CNOOC Limited+14.6%1.2%
BOC Hong Kong (Holdings) Limited+13.9%0.7%
CSPC Pharmaceutical Group Limited+13.3%0.8%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Zynga Inc. Class A+40.0%0.0%
Discovery, Inc. Class A+32.5%0.0%
Helmerich & Payne, Inc.+28.3%0.0%
Schlumberger NV+26.2%0.1%
Halliburton Company+25.7%0.0%

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
Sunny Optical Technology (Group) Co., Ltd.-10.9%1.3%
Techtronic Industries Co., Ltd.-10.2%1.5%
Country Garden Holdings Co. Ltd.-7.7%0.5%
Country Garden Services Holdings Co. Ltd.-7.1%1.1%
Geely Automobile Holdings Limited-6.1%1.1%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Pacific Biosciences of California, Inc.-39.2%0.0%
Celsius Holdings, Inc.-33.8%0.0%
Oak Street Health, Inc.-33.6%0.0%
Carvana Co. Class A-32.5%0.1%
Calix, Inc.-31.6%0.0%