Globalance World

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

-12.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-24.9%

Net Return Last 3 Years

STOXX Europe 600

Financials data per

-8.6%

Net Return YTD

-8.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

27.3%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-25.0%-20.0%-15.0%-10.0%-5.0%0.0%+5.0%+10.0%
  • Hang Seng Index
  • STOXX Europe 600

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
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%
STOXX Europe 600
 
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

Hang Seng Index
 
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%
STOXX Europe 600
 
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%