2.2°C

Warming Potential

54

Total Footprint

92%

Megatrend Exposure

-23.4%

Net Return YTD

2.1°C

Warming Potential

64

Total Footprint

89%

Megatrend Exposure

-30.5%

Net Return YTD

Hang Seng Index

Financials data per

-23.4%

Net Return YTD

Loading…

Data source: Globalance

-23.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-31.6%

Net Return Last 3 Years

Nasdaq Composite

Financials data per

-30.5%

Net Return YTD

Loading…

Data source: Globalance

-30.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

34%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-40.0%-30.0%-20.0%-10.0%0.0%+10.0%
  • Hang Seng Index
  • Nasdaq Composite

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%
Nasdaq Composite
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Vertex Pharmaceuticals Incorporated+29.1%0.6%
T-Mobile US, Inc.+14.1%1.5%
Activision Blizzard, Inc.+13.4%0.5%
American Electric Power Company, Inc.+12.5%0.4%
Regeneron Pharmaceuticals, Inc.+10.4%0.5%

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%
Nasdaq Composite
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Okta, Inc. Class A-75.8%0.1%
Align Technology, Inc.-66.2%0.2%
DocuSign, Inc.-65.6%0.1%
Match Group, Inc.-64.2%0.2%
Lucid Group, Inc.-63.1%0.3%