2.2°C

Warming Potential

54

Total Footprint

92%

Megatrend Exposure

-23.4%

Net Return YTD

2.5°C

Warming Potential

58

Total Footprint

55%

Megatrend Exposure

-22.7%

Net Return YTD

Hang Seng Index

Financials data per

-23.4%

Net Return YTD

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Data source: Globalance

-23.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-31.6%

Net Return Last 3 Years

DAX

Financials data per

-22.7%

Net Return YTD

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Data source: Globalance

-22.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-0.5%

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
  • 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
Trip.com Group Ltd.+8.4%0.7%
Semiconductor Manufacturing International Corp.-11.8%5.0%
Baidu, Inc. Class A-19.5%4.3%
Netease Inc-21.1%6.1%
Li Auto, Inc. Class A-22.4%3.1%
DAX
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Deutsche Telekom AG+16.3%5.7%
RWE AG+14.9%2.4%
Deutsche Boerse AG+14.8%2.8%
Beiersdorf AG+10.7%0.9%
Bayer AG+9.7%5.0%

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
XPeng, Inc. Class A-72.4%1.1%
Ming Yuan Cloud Group Holdings Limited-68.3%0.5%
Sunny Optical Technology (Group) Co., Ltd.-66.8%5.4%
Bilibili, Inc. Class Z-64.9%1.3%
AAC Technologies Holdings Inc.-57.0%0.8%
DAX
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Zalando SE-72.5%0.5%
HelloFresh SE-67.4%0.4%
Vonovia SE-51.2%2.0%
PUMA SE-49.9%0.6%
adidas AG-47.0%2.5%