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

-23.7%

Portfolio Year to Date Return

-∞%+∞%0%

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

-18.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

7.8%

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
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%
STOXX Europe 600
 
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

Hang Seng Index
 
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%
STOXX Europe 600
 
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%