Compare Portfolios
vs
3.6°C
Warming Potential
60
Total Footprint
60%
Megatrend Exposure
3.1%
Net Return YTD
4.3°C
Warming Potential
41
Total Footprint
37%
Megatrend Exposure
-1.9%
Net Return YTD
Hang Seng Index
Financials data per3.1%
Net Return YTD
Portfolio Year to Date Return
Data source: FactSet
-11%
Net Return Last 3 Years
Shanghai Composite Index
Financials data per-1.9%
Net Return YTD
Portfolio Year to Date Return
Data source: FactSet
37.5%
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 | |
|---|---|---|---|
| China Overseas Land & Investment Limited | +19.7% | 0.5% | |
| HSBC Holdings Plc | +15.1% | 7.1% | |
| CNOOC Limited | +14.6% | 1.2% | |
| BOC Hong Kong (Holdings) Limited | +13.9% | 0.7% | |
| CSPC Pharmaceutical Group Limited | +13.3% | 0.8% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Jiangsu Changshu Rural Commercial Bank Co. Ltd. Class A | +11.0% | 0.2% | |
| Bank of Jiangsu Co., Ltd. Class A | +11.0% | 0.3% | |
| Beijing North Star Company Limited Class A | +10.9% | 0.1% | |
| Industrial Bank Co., Ltd. Class A | +8.5% | 1.3% | |
| PetroChina Company Limited Class A | +7.7% | 2.1% |
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 | |
|---|---|---|---|
| Sunny Optical Technology (Group) Co., Ltd. | -10.9% | 1.3% | |
| Techtronic Industries Co., Ltd. | -10.2% | 1.5% | |
| Country Garden Holdings Co. Ltd. | -7.7% | 0.5% | |
| Country Garden Services Holdings Co. Ltd. | -7.1% | 1.1% | |
| Geely Automobile Holdings Limited | -6.1% | 1.1% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Huaneng Power International, Inc. Class A | -23.4% | 0.2% | |
| AECC Aviation Power Co Ltd Class A | -16.8% | 0.4% | |
| China Avionics Systems Co., Ltd. Class A | -15.8% | 0.2% | |
| China National Chemical Engineering Co., Ltd Class A | -15.1% | 0.2% | |
| Avic Aviation High-Technology Co., Ltd. Class A | -13.1% | 0.9% |