Globalance World

3.6°C

Warming Potential

60

Total Footprint

60%

Megatrend Exposure

3.1%

Net Return YTD

2.9°C

Warming Potential

59

Total Footprint

70%

Megatrend Exposure

-3.9%

Net Return YTD

Hang Seng Index

Financials data per

3.1%

Net Return YTD

+3.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-11%

Net Return Last 3 Years

S&P 500

Financials data per

-3.9%

Net Return YTD

-3.9%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

80.6%

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
  • S&P 500

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%
S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Discovery, Inc. Class A+32.5%0.0%
Schlumberger NV+26.2%0.1%
Halliburton Company+25.7%0.1%
Hess Corporation+24.0%0.1%
APA Corp.+23.8%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%
S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Etsy, Inc.-25.2%0.1%
Bio-Techne Corporation-24.6%0.1%
Enphase Energy, Inc.-21.9%0.1%
Ceridian HCM Holding, Inc.-20.7%0.0%
Align Technology, Inc.-20.2%0.1%