2.8°C

Warming Potential

62

Total Footprint

69%

Megatrend Exposure

4.7%

Net Return YTD

1.8°C

Warming Potential

61

Total Footprint

97%

Megatrend Exposure

-4.1%

Net Return YTD

Russell 3000

Financials data per

4.7%

Net Return YTD

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Data source: Globalance

+4.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

26.1%

Net Return Last 3 Years

Hang Seng Index

Financials data per

-4.1%

Net Return YTD

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Data source: Globalance

-4.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-46.9%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-15.0%-10.0%-5.0%0.0%+5.0%+10.0%
  • Russell 3000
  • Hang Seng Index

Top 5 Assets

These are the assets with the highest finance score in each of the two portfolios

Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Vera Therapeutics, Inc. Class A+198.8%0.0%
Arcutis Biotherapeutics Inc+187.9%0.0%
Super Micro Computer, Inc.+182.6%0.0%
Sangamo Therapeutics, Inc.+154.0%0.0%
FibroGen, Inc.+147.1%0.0%
Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Netease Inc+22.0%6.2%
Trip.com Group Ltd.+17.1%2.0%
Haier Smart Home Co., Ltd. Class H+9.5%3.1%
Tencent Holdings Ltd.-0.6%8.0%
Alibaba Group Holding Limited-3.4%8.0%

Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Invitae Corp.-96.9%0.0%
NanoString Technologies, Inc.-92.4%0.0%
CareMax, Inc. Class A-70.6%0.0%
iRobot Corporation-68.1%0.0%
Enviva Inc-67.2%0.0%
Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
XPeng, Inc. Class A-33.9%3.8%
NIO Inc. Class A-33.8%0.2%
Ping An Healthcare and Technology Company Limited-30.1%0.6%
Sunny Optical Technology (Group) Co., Ltd.-28.7%2.5%
Kingdee International Software Group Co., Ltd.-28.6%1.6%