2.2°C

Warming Potential

54

Total Footprint

92%

Megatrend Exposure

-23.4%

Net Return YTD

2.9°C

Warming Potential

56

Total Footprint

42%

Megatrend Exposure

-5%

Net Return YTD

Hang Seng Index

Financials data per

-23.4%

Net Return YTD

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Data source: Globalance

-23.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-31.6%

Net Return Last 3 Years

FTSE 100

Financials data per

-5%

Net Return YTD

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Data source: Globalance

-5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-4.2%

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
  • FTSE 100

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
Trip.com Group Ltd.+8.4%0.7%
Semiconductor Manufacturing International Corp.-11.8%5.0%
Baidu, Inc. Class A-19.5%4.3%
Netease Inc-21.1%6.1%
Li Auto, Inc. Class A-22.4%3.1%
FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
BAE Systems plc+47.5%1.3%
Pearson PLC+43.7%0.3%
Shell Plc+40.2%8.4%
BP p.l.c.+35.2%4.0%
Glencore plc+31.3%3.0%

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
XPeng, Inc. Class A-72.4%1.1%
Ming Yuan Cloud Group Holdings Limited-68.3%0.5%
Sunny Optical Technology (Group) Co., Ltd.-66.8%5.4%
Bilibili, Inc. Class Z-64.9%1.3%
AAC Technologies Holdings Inc.-57.0%0.8%
FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Ocado Group PLC-67.0%0.3%
JD Sports Fashion Plc-51.2%0.2%
Intermediate Capital Group plc-49.3%0.2%
Dechra Pharmaceuticals PLC-49.1%0.2%
B&M European Value Retail SA-48.0%0.2%