2.4°C

Warming Potential

63

Total Footprint

71%

Megatrend Exposure

5.1%

Net Return YTD

4.6°C

Warming Potential

42

Total Footprint

42%

Megatrend Exposure

-3.7%

Net Return YTD

S&P 500

Financials data per

5.1%

Net Return YTD

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Data source: Globalance

+5.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

33.4%

Net Return Last 3 Years

Shanghai Composite Index

Financials data per

-3.7%

Net Return YTD

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Data source: Globalance

-3.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-21.6%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-10.0%-5.0%0.0%+5.0%+10.0%
  • S&P 500
  • Shanghai Composite Index

Top 5 Assets

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

S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NVIDIA Corporation+46.6%2.9%
Eli Lilly and Company+34.4%1.3%
Meta Platforms Inc Class A+33.7%1.9%
Catalent Inc+29.4%0.0%
Ralph Lauren Corporation Class A+25.4%0.0%
Shanghai Composite Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
China Coal Energy Co. Ltd. Class A+23.2%0.4%
China Shenhua Energy Co. Ltd. Class A+21.4%1.3%
PetroChina Company Limited Class A+17.3%2.8%
Shaanxi Coal Industry Co., Ltd. Class A+15.8%0.8%
China CITIC Bank Corporation Ltd Class A+15.3%0.6%

Bottom 5 Assets

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

S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Archer-Daniels-Midland Company-25.0%0.1%
MarketAxess Holdings Inc.-25.0%0.0%
Charter Communications, Inc. Class A-24.6%0.1%
Boeing Company-21.8%0.3%
Carnival Corporation-20.2%0.0%
Shanghai Composite Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Yonyou Network Technology Co. Ltd. Class A-36.0%0.4%
Ningbo Tuopu Group Co., Ltd. Class A-28.8%0.4%
WuXi AppTec Co., Ltd. Class A-27.0%0.5%
Hundsun Technologies Inc. Class A-24.4%0.4%
Shanghai Fudan Microelectronics Group Co., Ltd. Class A-22.9%0.4%