Compare Portfolios
vs
3.6°C
Warming Potential
60
Total Footprint
60%
Megatrend Exposure
-12.5%
Net Return YTD
3.5°C
Warming Potential
59
Total Footprint
55%
Megatrend Exposure
-8.6%
Net Return YTD
Hang Seng Index
Financials data per-12.5%
Net Return YTD
Portfolio Year to Date Return
Data source: FactSet
-24.9%
Net Return Last 3 Years
STOXX Europe 600
Financials data per-8.6%
Net Return YTD
Portfolio Year to Date Return
Data source: FactSet
27.3%
Net Return Last 3 Years
Investment Performance
- Hang Seng Index
- STOXX Europe 600
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| CNOOC Limited | +40.7% | 1.2% | |
| China Overseas Land & Investment Limited | +28.4% | 0.5% | |
| WH Group Ltd. (HK) | +19.4% | 0.5% | |
| HSBC Holdings Plc | +14.7% | 7.1% | |
| BOC Hong Kong (Holdings) Limited | +14.7% | 0.7% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Rheinmetall AG | +130.7% | 0.0% | |
| Tenaris S.A. | +69.5% | 0.1% | |
| Dassault Aviation SA | +63.3% | 0.0% | |
| Thales SA | +57.3% | 0.1% | |
| Leonardo SpA | +57.1% | 0.0% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Sunny Optical Technology (Group) Co., Ltd. | -54.0% | 1.3% | |
| AAC Technologies Holdings Inc. | -47.1% | 0.3% | |
| Alibaba Health Information Technology Ltd. | -39.3% | 0.6% | |
| Wuxi Biologics (Cayman) Inc. | -39.2% | 3.7% | |
| Xiaomi Corp. Class B | -39.2% | 3.4% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Evraz PLC | -86.5% | 0.0% | |
| Polymetal International Plc | -81.5% | 0.1% | |
| Orpea SA | -72.2% | 0.0% | |
| Delivery Hero SE | -69.7% | 0.2% | |
| Just Eat Takeaway.com N.V. | -60.4% | 0.1% |