Compare Portfolios
vs
2.3°C
Warming Potential
59
Total Footprint
96%
Megatrend Exposure
-4.2%
Net Return YTD
1.7°C
Warming Potential
58
Total Footprint
74%
Megatrend Exposure
9.9%
Net Return YTD
Hang Seng Index
Financials data per-4.2%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
-21%
Net Return Last 3 Years
SMI
Financials data per9.9%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
25.6%
Net Return Last 3 Years
Investment Performance
- Hang Seng Index
- SMI
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 | |
|---|---|---|---|
| Li Auto, Inc. Class A | +44.1% | 6.2% | |
| Semiconductor Manufacturing International Corp. | +19.0% | 5.3% | |
| Lenovo Group Limited | +16.4% | 3.4% | |
| Netease Inc | +15.4% | 5.5% | |
| Kingsoft Corp. Ltd. | +14.4% | 1.8% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Lonza Group AG | +27.9% | 3.8% | |
| Holcim Ltd | +22.8% | 2.8% | |
| ABB Ltd. | +22.5% | 4.2% | |
| Compagnie Financiere Richemont SA | +18.8% | 6.9% | |
| Swisscom AG | +18.0% | 1.3% |
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 | |
|---|---|---|---|
| GDS Holdings Ltd. | -53.2% | 0.3% | |
| JD.com, Inc. Class A | -39.9% | 6.2% | |
| Kingdee International Software Group Co., Ltd. | -36.6% | 1.8% | |
| Meituan Class B | -35.4% | 8.3% | |
| Bilibili, Inc. Class Z | -33.6% | 2.3% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Credit Suisse Group AG | -71.9% | 0.3% | |
| Logitech International S.A. | +1.4% | 0.7% | |
| Zurich Insurance Group Ltd | +2.4% | 5.7% | |
| Roche Holding Ltd Dividend Right Cert. | +3.0% | 17.3% | |
| Nestle S.A. | +4.3% | 18.6% |