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

-16.2%

Portfolio Year to Date Return

-∞%+∞%0%

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

-11.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

16.4%

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
  • Shanghai Composite Index

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
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%
Shanghai Composite Index
 
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

Hang Seng Index
 
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%
Shanghai Composite Index
 
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%