Globalance World

3.6°C

Warming Potential

60

Total Footprint

60%

Megatrend Exposure

3.1%

Net Return YTD

3.2°C

Warming Potential

57

Total Footprint

68%

Megatrend Exposure

-2.7%

Net Return YTD

Hang Seng Index

Financials data per

3.1%

Net Return YTD

+3.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-11%

Net Return Last 3 Years

SMI

Financials data per

-2.7%

Net Return YTD

-2.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

52.8%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-4.0%-2.0%0.0%+2.0%+4.0%+6.0%
  • Hang Seng Index
  • SMI

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
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%
SMI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Holcim Ltd+11.8%2.1%
Zurich Insurance Group Ltd+8.6%4.9%
Swiss Life Holding AG+8.6%1.3%
UBS Group AG+8.5%4.6%
Credit Suisse Group AG+7.6%2.0%

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
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%
SMI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Lonza Group AG-15.2%4.2%
Sika AG-13.0%3.6%
Geberit AG-12.6%2.0%
Alcon AG-11.8%3.1%
Givaudan SA-11.5%2.8%