Compare Portfolios
vs
2.3°C
Warming Potential
61
Total Footprint
97%
Megatrend Exposure
-14.9%
Net Return YTD
2.5°C
Warming Potential
57
Total Footprint
63%
Megatrend Exposure
1%
Net Return YTD
Hang Seng Index
Financials data per-14.9%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
-36.7%
Net Return Last 3 Years
FTSE 100
Financials data per1%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
17.9%
Net Return Last 3 Years
Investment Performance
- Hang Seng Index
- FTSE 100
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 | +89.8% | 7.6% | |
| XPeng, Inc. Class A | +75.2% | 3.8% | |
| Lenovo Group Limited | +56.5% | 3.9% | |
| Netease Inc | +56.4% | 6.2% | |
| Xiaomi Corp. Class B | +42.8% | 9.8% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Rolls-Royce Holdings plc | +188.4% | 0.9% | |
| Marks and Spencer Group plc | +104.8% | 0.2% | |
| Melrose Industries PLC | +75.5% | 0.3% | |
| Centrica plc | +57.9% | 0.5% | |
| Sage Group plc | +54.1% | 0.5% |
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 | |
|---|---|---|---|
| Bilibili, Inc. Class Z | -51.9% | 1.5% | |
| JD.com, Inc. Class A | -50.4% | 6.7% | |
| GDS Holdings Ltd. | -50.4% | 0.2% | |
| Meituan Class B | -48.1% | 7.3% | |
| JD Health International, Inc. | -47.8% | 2.1% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Entain PLC | -37.9% | 0.3% | |
| St. James's Place Plc | -35.9% | 0.2% | |
| Fresnillo PLC | -34.1% | 0.1% | |
| Anglo American plc | -30.6% | 1.3% | |
| Croda International Plc | -30.5% | 0.3% |