2.3°C

Warming Potential

59

Total Footprint

97%

Megatrend Exposure

-10%

Net Return YTD

2.4°C

Warming Potential

59

Total Footprint

70%

Megatrend Exposure

9.1%

Net Return YTD

Hang Seng Index

Financials data per

-10%

Net Return YTD

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Data source: Globalance

-10%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-23.5%

Net Return Last 3 Years

STOXX Europe 600

Financials data per

9.1%

Net Return YTD

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Data source: Globalance

+9.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

36.3%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-15.0%-10.0%-5.0%0.0%+5.0%+10.0%+15.0%
  • 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
XPeng, Inc. Class A+82.4%4.6%
Li Auto, Inc. Class A+80.1%9.0%
B&M European Value Retail SA+49.8%0.3%
BYD Electronic (International) Co., Ltd.+43.0%1.1%
Netease Inc+41.0%5.6%
STOXX Europe 600
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Rolls-Royce Holdings plc+137.0%0.2%
Marks and Spencer Group plc+91.9%0.0%
UniCredit S.p.A.+78.7%0.4%
Frontline Plc+75.9%0.0%
Leonardo SpA+71.2%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
GDS Holdings Ltd.-47.3%0.2%
JD.com, Inc. Class A-46.6%8.0%
JD Health International, Inc.-43.1%2.9%
Kingdee International Software Group Co., Ltd.-42.4%1.6%
Bilibili, Inc. Class Z-42.0%1.7%
STOXX Europe 600
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Embracer Group AB Class B-53.7%0.0%
Adyen NV-45.2%0.4%
Teleperformance SA-44.7%0.1%
Just Eat Takeaway.com N.V.-40.4%0.0%
NEL ASA-39.4%0.0%