Compare Portfolios
vs
2.3°C
Warming Potential
59
Total Footprint
96%
Megatrend Exposure
-4.2%
Net Return YTD
2.4°C
Warming Potential
62
Total Footprint
53%
Megatrend Exposure
15.3%
Net Return YTD
Hang Seng Index
Financials data per-4.2%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
-21%
Net Return Last 3 Years
DAX
Financials data per15.3%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
33.5%
Net Return Last 3 Years
Investment Performance
- Hang Seng Index
- DAX
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 | +44.1% | 6.2% | |
| Semiconductor Manufacturing International Corp. | +19.0% | 5.3% | |
| Lenovo Group Limited | +16.4% | 3.4% | |
| Netease Inc | +15.4% | 5.5% | |
| Kingsoft Corp. Ltd. | +14.4% | 1.8% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Siemens Energy AG | +37.0% | 0.8% | |
| Bayerische Motoren Werke AG | +34.3% | 2.5% | |
| Heidelberg Materials AG | +33.0% | 0.8% | |
| Rheinmetall AG | +30.8% | 1.0% | |
| SAP SE | +29.6% | 10.2% |
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 | |
|---|---|---|---|
| GDS Holdings Ltd. | -53.2% | 0.3% | |
| JD.com, Inc. Class A | -39.9% | 6.2% | |
| Kingdee International Software Group Co., Ltd. | -36.6% | 1.8% | |
| Meituan Class B | -35.4% | 8.3% | |
| Bilibili, Inc. Class Z | -33.6% | 2.3% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Zalando SE | -20.0% | 0.7% | |
| Vonovia SE | -19.1% | 1.1% | |
| Sartorius AG Pref | -12.7% | 0.7% | |
| QIAGEN NV | -8.2% | 0.8% | |
| Merck KGaA | -8.0% | 1.8% |