Globalance World

3.6°C

Warming Potential

60

Total Footprint

60%

Megatrend Exposure

-12.4%

Return YTD

3.4°C

Warming Potential

56

Total Footprint

41%

Megatrend Exposure

10.1%

Return YTD

Hang Seng Index

Financials data per

-12.4%

Return YTD

-12.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-9.8%

Last 3 Years Return

FTSE 100

Financials data per

10.1%

Return YTD

+10.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

1%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-15.0%-10.0%-5.0%0.0%+5.0%+10.0%+15.0%
  • 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
YTD Return % (Asset curr.)
% of portfolio
BYD Company Limited Class H+48.7%1.5%
Techtronic Industries Co., Ltd.+48.6%1.5%
CITIC Limited+40.2%0.5%
Sunny Optical Technology (Group) Co., Ltd.+35.8%1.3%
CK Asset Holdings Limited+21.5%0.8%
FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Ashtead Group plc+78.2%1.4%
Meggitt PLC+58.6%0.3%
Glencore plc+56.0%2.4%
Royal Mail plc+52.7%0.2%
Entain PLC+52.1%0.6%

Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

Hang Seng Index
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Haidilao International Holding Ltd.-69.7%0.3%
Alibaba Health Information Technology Ltd.-67.6%0.6%
Alibaba Group Holding Ltd.-44.5%7.7%
Xiaomi Corp. Class B-42.6%3.4%
Sands China Ltd.-42.1%0.7%
FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Flutter Entertainment Plc-31.8%1.1%
London Stock Exchange Group plc-23.1%1.3%
Ocado Group PLC-20.0%0.4%
Melrose Industries PLC-19.1%0.4%
International Consolidated Airlines Group SA-17.8%0.3%