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 per

11.3%

Net Return YTD

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Data source: Globalance

+11.3%

Portfolio Year to Date Return

-∞%+∞%0%

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

-4.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-21%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-10.0%-5.0%0.0%+5.0%+10.0%+15.0%
  • 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
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%
Hang Seng Index
 
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

STOXX Europe 600
 
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%
Hang Seng Index
 
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%