Compare Portfolios
vs
2.2°C
Warming Potential
54
Total Footprint
92%
Megatrend Exposure
-23.7%
Net Return YTD
2.7°C
Warming Potential
59
Total Footprint
55%
Megatrend Exposure
-18.2%
Net Return YTD
Hang Seng Index
Financials data per-23.7%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
-31.2%
Net Return Last 3 Years
STOXX Europe 600
Financials data per-18.2%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
7.8%
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 |
|---|---|---|---|
| Trip.com Group Ltd. | +14.2% | 0.7% | |
| Semiconductor Manufacturing International Corp. | -12.0% | 5.0% | |
| Baidu, Inc. Class A | -18.9% | 4.3% | |
| Li Auto, Inc. Class A | -19.2% | 3.1% | |
| Netease Inc | -20.7% | 6.1% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Rheinmetall AG | +99.0% | 0.1% | |
| OCI NV | +61.5% | 0.0% | |
| Swedish Match AB | +53.1% | 0.2% | |
| Thales SA | +52.6% | 0.1% | |
| BAE Systems plc | +50.7% | 0.3% |
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 |
|---|---|---|---|
| XPeng, Inc. Class A | -69.9% | 1.1% | |
| Ming Yuan Cloud Group Holdings Limited | -67.8% | 0.5% | |
| Sunny Optical Technology (Group) Co., Ltd. | -66.6% | 5.4% | |
| Bilibili, Inc. Class Z | -64.3% | 1.3% | |
| AAC Technologies Holdings Inc. | -56.9% | 0.8% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Uniper SE | -89.4% | 0.0% | |
| Sinch AB | -87.2% | 0.0% | |
| Atos SE | -80.0% | 0.0% | |
| Samhallsbyggnadsbolaget I Norden AB Class B | -79.4% | 0.0% | |
| KION GROUP AG | -77.2% | 0.0% |