Globalance World

3.6°C

Warming Potential

60

Total Footprint

60%

Megatrend Exposure

4.2%

Net Return YTD

4.0°C

Warming Potential

58

Total Footprint

59%

Megatrend Exposure

-0%

Net Return YTD

Hang Seng Index

Financials data per

4.2%

Net Return YTD

+4.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-7.3%

Net Return Last 3 Years

DAX

Financials data per

-0%

Net Return YTD

-0%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

46.3%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-4.0%-2.0%0.0%+2.0%+4.0%+6.0%
  • Hang Seng Index
  • DAX

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
China Overseas Land & Investment Limited+19.7%0.5%
HSBC Holdings Plc+15.1%7.1%
CNOOC Limited+14.6%1.2%
BOC Hong Kong (Holdings) Limited+13.9%0.7%
CSPC Pharmaceutical Group Limited+13.3%0.8%
DAX
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Henkel AG & Co. KGaA Pref+15.7%0.9%
Bayerische Motoren Werke AG+12.2%2.0%
Bayer AG+11.9%3.5%
Daimler AG+10.7%5.1%
BASF SE+10.2%4.0%

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.-10.9%1.3%
Techtronic Industries Co., Ltd.-10.2%1.5%
Country Garden Holdings Co. Ltd.-7.7%0.5%
Country Garden Services Holdings Co. Ltd.-7.1%1.1%
Geely Automobile Holdings Limited-6.1%1.1%
DAX
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Sartorius AG Pref-23.4%0.9%
Delivery Hero SE-19.9%1.4%
HelloFresh SE-16.7%1.0%
Merck KGaA-15.8%1.9%
PUMA SE-13.3%0.8%