2.7°C

Warming Potential

59

Total Footprint

54%

Megatrend Exposure

-14.6%

Net Return YTD

2.3°C

Warming Potential

54

Total Footprint

92%

Megatrend Exposure

-6.6%

Net Return YTD

STOXX Europe 600

Financials data per

-14.6%

Net Return YTD

Loading…

Data source: Globalance

-14.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

14.2%

Net Return Last 3 Years

Hang Seng Index

Financials data per

-6.6%

Net Return YTD

Loading…

Data source: Globalance

-6.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-23.4%

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%
  • STOXX Europe 600
  • Hang Seng Index

Top 5 Assets

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

STOXX Europe 600
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Rheinmetall AG+159.9%0.1%
Orron Energy AB+113.4%0.1%
Thales SA+63.2%0.1%
Dassault Aviation SA+61.3%0.0%
Leonardo SpA+58.8%0.0%
Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Li Auto, Inc. Class A+24.6%2.0%
Kuaishou Technology Class B+21.3%7.9%
Trip.com Group Ltd.+16.1%0.5%
Baidu, Inc. Class A+2.7%2.2%
JD Health International, Inc.+0.2%3.8%

Bottom 5 Assets

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

STOXX Europe 600
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Orpea SA-74.2%0.0%
Samhallsbyggnadsbolaget I Norden AB Class B-70.9%0.0%
Sinch AB-70.3%0.0%
Just Eat Takeaway.com N.V.-69.3%0.1%
Nokian Renkaat Oyj-67.5%0.0%
Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Sunny Optical Technology (Group) Co., Ltd.-47.7%5.8%
Bilibili, Inc. Class Z-43.9%1.4%
AAC Technologies Holdings Inc.-41.4%0.9%
Hua Hong Semiconductor Ltd.-34.0%1.2%
XPeng, Inc. Class A-32.2%1.0%