2.2°C

Warming Potential

54

Total Footprint

92%

Megatrend Exposure

-16.2%

Net Return YTD

2.9°C

Warming Potential

58

Total Footprint

64%

Megatrend Exposure

-9.9%

Net Return YTD

Hang Seng Index

Financials data per

-16.2%

Net Return YTD

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Data source: Globalance

-16.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-24.4%

Net Return Last 3 Years

MSCI World

Financials data per

-9.9%

Net Return YTD

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Data source: Globalance

-9.9%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

42%

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
  • MSCI World

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
Kuaishou Technology Class B+2.8%7.9%
Trip.com Group Ltd.+2.5%0.7%
Li Auto, Inc. Class A-1.7%3.1%
JD Health International, Inc.-2.0%4.7%
Semiconductor Manufacturing International Corp.-8.1%5.0%
MSCI World
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Occidental Petroleum Corporation+117.7%0.1%
EQT Corporation+101.3%0.0%
Rheinmetall AG+100.6%0.0%
Tourmaline Oil Corp.+96.3%0.0%
Mitsubishi Heavy Industries, Ltd.+80.1%0.0%

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
Ming Yuan Cloud Group Holdings Limited-62.3%0.5%
Sunny Optical Technology (Group) Co., Ltd.-54.4%5.4%
XPeng, Inc. Class A-53.6%1.1%
AAC Technologies Holdings Inc.-52.7%0.8%
Bilibili, Inc. Class Z-48.0%1.3%
MSCI World
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Uniper SE-83.2%0.0%
Carvana Co. Class A-79.6%0.0%
Bausch Health Companies Inc.-79.3%0.0%
Sinch AB-78.9%0.0%
Upstart Holdings, Inc.-77.9%0.0%