Compare Portfolios
vs
2.2°C
Warming Potential
54
Total Footprint
92%
Megatrend Exposure
-16.2%
Net Return YTD
4.0°C
Warming Potential
41
Total Footprint
40%
Megatrend Exposure
-11.3%
Net Return YTD
Hang Seng Index
Financials data per-16.2%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
-24.4%
Net Return Last 3 Years
Shanghai Composite Index
Financials data per-11.3%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
16.4%
Net Return Last 3 Years
Investment Performance
- Hang Seng Index
- Shanghai Composite Index
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Kuaishou Technology Class B | +2.8% | 7.9% | |
| Trip.com Group Ltd. | +2.5% | 0.7% | |
| Li Auto, Inc. Class A | -1.7% | 3.1% | |
| JD Health International, Inc. | -2.0% | 4.7% | |
| Semiconductor Manufacturing International Corp. | -8.1% | 5.0% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Yankuang Energy Group Company Limited Class A | +81.9% | 0.6% | |
| Chifeng Jilong Gold Mining Co. Ltd. Class A | +40.9% | 0.5% | |
| China Shenhua Energy Co. Ltd. Class A | +37.2% | 1.6% | |
| Bank of Jiangsu Co., Ltd. Class A | +23.8% | 0.3% | |
| Bank of Nanjing Co., Ltd. Class A | +21.9% | 0.8% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Ming Yuan Cloud Group Holdings Limited | -62.3% | 0.5% | |
| Sunny Optical Technology (Group) Co., Ltd. | -54.4% | 5.4% | |
| XPeng, Inc. Class A | -53.6% | 1.1% | |
| AAC Technologies Holdings Inc. | -52.7% | 0.8% | |
| Bilibili, Inc. Class Z | -48.0% | 1.3% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Wingtech Technology Co., Ltd. Class A | -44.1% | 0.5% | |
| Yonyou Network Technology Co. Ltd. Class A | -40.4% | 0.9% | |
| Jiangsu Hengli Hydraulic Co., Ltd. Class A | -37.4% | 0.3% | |
| Sanan Optoelectronics Co., Ltd. Class A | -36.7% | 0.9% | |
| China Industrial Securities Co., Ltd. Class A | -36.1% | 0.4% |