Globalance World

3.6°C

Warming Potential

60

Total Footprint

60%

Megatrend Exposure

-11.8%

Net Return YTD

3.5°C

Warming Potential

56

Total Footprint

41%

Megatrend Exposure

0.7%

Net Return YTD

Hang Seng Index

Financials data per

-11.8%

Net Return YTD

-11.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-26.1%

Net Return Last 3 Years

FTSE 100

Financials data per

0.7%

Net Return YTD

+0.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

1.2%

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
CNOOC Limited+36.7%1.2%
China Overseas Land & Investment Limited+29.5%0.5%
BOC Hong Kong (Holdings) Limited+15.7%0.7%
WH Group Ltd. (HK)+15.5%0.5%
HSBC Holdings Plc+15.0%7.1%
FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Shell PLC Class A+45.2%3.5%
BAE Systems plc+40.6%0.9%
Glencore plc+35.5%2.4%
Standard Chartered PLC+33.5%0.6%
British American Tobacco p.l.c.+30.1%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
Sunny Optical Technology (Group) Co., Ltd.-54.5%1.3%
AAC Technologies Holdings Inc.-44.9%0.3%
Wuxi Biologics (Cayman) Inc.-41.3%3.7%
Xiaomi Corp. Class B-38.0%3.4%
Geely Automobile Holdings Limited-36.0%1.1%
FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Evraz PLC-86.5%0.2%
Polymetal International Plc-79.9%0.3%
Ocado Group PLC-52.3%0.4%
JD Sports Fashion Plc-39.5%0.3%
AVEVA Group plc-37.1%0.2%