3.0°C

Warming Potential

57

Total Footprint

66%

Megatrend Exposure

10.7%

Return YTD

3.8°C

Warming Potential

55

Total Footprint

54%

Megatrend Exposure

4.6%

Return YTD

S&P 500

66%

Megatrend Exposure

66%

Portfolio Megatrend Exposure

0%100%

Data source: Globalance

Digitisation:
38%
Knowledge Society:
18%
Health & Age:
14%

Hang Seng Index

54%

Megatrend Exposure

54%

Portfolio Megatrend Exposure

0%100%

Data source: Globalance

Digitisation:
18%
Consumer Society:
18%
Urbanisation:
16%

Global Megatrends Exposure

S&P 500Hang Seng Index
14%
Health & Age
13%
38%
Digitisation
18%
5%
Climate & Energy
4%
5%
Resource Scarcity
3%
10%
Urbanisation
16%
9%
Automation
5%
3%
New Mobility
5%
11%
Consumer Society
18%
18%
Knowledge Society
10%

Top 5 Companies

These are the companies with the highest megatrend score in each of the two portfolios

S&P 500
 
Asset Name
Global Megatrends Exposure
% of portfolio
Microsoft Corporation100%5.5%
Facebook, Inc. Class A100%1.9%
Tesla Inc100%1.6%
Johnson & Johnson100%1.3%
Walt Disney Company100%1.1%
Hang Seng Index
 
Asset Name
Global Megatrends Exposure
% of portfolio
Tencent Holdings Ltd.100%11.0%
Meituan Class B100%5.7%
Alibaba Group Holding Ltd.100%5.2%
Link Real Estate Investment Trust100%1.2%
ANTA Sports Products Ltd.100%1.2%

Bottom 5 Companies

These are the companies with the lowest megatrend score in each of the two portfolios

S&P 500
 
Asset Name
Global Megatrends Exposure
% of portfolio
Sealed Air Corporation0%0.0%
Huntington Ingalls Industries, Inc.0%0.0%
People's United Financial, Inc.0%0.0%
Franklin Resources, Inc.0%0.0%
NiSource Inc0%0.0%
Hang Seng Index
 
Asset Name
Global Megatrends Exposure
% of portfolio
PetroChina Company Limited Class H0%0.4%
WH Group Ltd. (HK)0%0.4%
Budweiser Brewing Co. APAC Ltd.0%0.5%
China Petroleum & Chemical Corporation Class H0%0.8%
Hang Seng Bank, Limited0%0.9%