Compare Portfolios
vs
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
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
14.2%
Net Return Last 3 Years
Hang Seng Index
Financials data per-6.6%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
-23.4%
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
| Â | 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% |
| Â | 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
| Â | 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% |
| Â | 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% |