4.6°C

Warming Potential

44

Total Footprint

42%

Megatrend Exposure

0.8%

Net Return YTD

Select another portfolio to compare performance statistics.

Shanghai Composite Index

Financials data per

0.8%

Net Return YTD

Loading…

Data source: Globalance

+0.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-15%

Net Return Last 3 Years

Select another portfolio to compare performance statistics.

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-10.0%-5.0%0.0%+5.0%+10.0%
  • Shanghai Composite Index

Top 5 Assets

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

Shanghai Composite Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Foxconn Industrial Internet Co., Ltd. Class A+88.3%1.1%
CMOC Group Limited Class A+60.2%0.4%
China XD Electric Co., Ltd. Class A+54.8%0.3%
Zhongjin Gold Corp., Ltd. Class A+50.8%0.3%
PetroChina Company Limited Class A+41.2%2.8%

Select another portfolio to compare performance statistics.

Bottom 5 Assets

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

Shanghai Composite Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Nuode New Materials Co., Ltd. Class A-44.7%0.3%
WuXi AppTec Co., Ltd. Class A-44.4%0.5%
Yonyou Network Technology Co. Ltd. Class A-42.0%0.4%
Shuangliang Eco-Energy Systems Co. Ltd. Class A-42.0%0.2%
Zhejiang Jiuzhou Pharmaceutical Co., Ltd. Class A-41.3%0.4%

Select another portfolio to compare performance statistics.