Compare Portfolios
vs
2.4°C
Warming Potential
59
Total Footprint
54%
Megatrend Exposure
11.3%
Net Return YTD
2.3°C
Warming Potential
59
Total Footprint
96%
Megatrend Exposure
-4.2%
Net Return YTD
STOXX Europe 600
Financials data per11.3%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
40.7%
Net Return Last 3 Years
Hang Seng Index
Financials data per-4.2%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
-21%
Net Return Last 3 Years
Investment Performance
- STOXX Europe 600
- Hang Seng Index
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| BE Semiconductor Industries N.V. | +90.0% | 0.1% | |
| ASM International N.V. | +71.9% | 0.2% | |
| Nemetschek SE | +57.6% | 0.0% | |
| Rolls-Royce Holdings plc | +57.1% | 0.1% | |
| Temenos AG | +53.6% | 0.0% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Li Auto, Inc. Class A | +44.1% | 6.2% | |
| Semiconductor Manufacturing International Corp. | +19.0% | 5.3% | |
| Lenovo Group Limited | +16.4% | 3.4% | |
| Netease Inc | +15.4% | 5.5% | |
| Kingsoft Corp. Ltd. | +14.4% | 1.8% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Samhallsbyggnadsbolaget I Norden AB Class B | -76.9% | 0.0% | |
| Credit Suisse Group AG | -71.9% | 0.0% | |
| Aroundtown SA | -56.1% | 0.0% | |
| Hexatronic Group AB | -52.1% | 0.0% | |
| Ocado Group PLC | -42.9% | 0.0% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| GDS Holdings Ltd. | -53.2% | 0.3% | |
| JD.com, Inc. Class A | -39.9% | 6.2% | |
| Kingdee International Software Group Co., Ltd. | -36.6% | 1.8% | |
| Meituan Class B | -35.4% | 8.3% | |
| Bilibili, Inc. Class Z | -33.6% | 2.3% |