Globalance World

3.6°C

Warming Potential

60

Total Footprint

60%

Megatrend Exposure

4.2%

Net Return YTD

2.8°C

Warming Potential

60

Total Footprint

72%

Megatrend Exposure

-2.3%

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

Nikkei 225

Financials data per

-2.3%

Net Return YTD

-2.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

38.1%

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
  • Nikkei 225

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%
Nikkei 225
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
T&D Holdings, Inc.+19.8%0.0%
Mitsubishi Heavy Industries, Ltd.+19.2%0.0%
JFE Holdings, Inc.+17.0%0.0%
NIPPON STEEL CORP.+16.6%0.0%
Sumitomo Metal Mining Co., Ltd.+16.5%0.3%

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%
Nikkei 225
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
M3, Inc.-19.3%1.8%
Keyence Corporation-14.0%0.8%
Recruit Holdings Co., Ltd.-13.2%2.8%
Olympus Corp.-12.9%1.2%
Kikkoman Corporation-11.7%1.1%