Compare Portfolios
vs
4.6°C
Warming Potential
42
Total Footprint
42%
Megatrend Exposure
-3.7%
Net Return YTD
1.8°C
Warming Potential
61
Total Footprint
97%
Megatrend Exposure
-4.1%
Net Return YTD
Shanghai Composite Index
Financials data per-3.7%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
-21.6%
Net Return Last 3 Years
Hang Seng Index
Financials data per-4.1%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
-46.9%
Net Return Last 3 Years
Investment Performance
- Shanghai Composite Index
- 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 |
|---|---|---|---|
| China Coal Energy Co. Ltd. Class A | +23.2% | 0.4% | |
| China Shenhua Energy Co. Ltd. Class A | +21.4% | 1.3% | |
| PetroChina Company Limited Class A | +17.3% | 2.8% | |
| Shaanxi Coal Industry Co., Ltd. Class A | +15.8% | 0.8% | |
| China CITIC Bank Corporation Ltd Class A | +15.3% | 0.6% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Netease Inc | +22.0% | 6.2% | |
| Trip.com Group Ltd. | +17.1% | 2.0% | |
| Haier Smart Home Co., Ltd. Class H | +9.5% | 3.1% | |
| Tencent Holdings Ltd. | -0.6% | 8.0% | |
| Alibaba Group Holding Limited | -3.4% | 8.0% |
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 |
|---|---|---|---|
| Yonyou Network Technology Co. Ltd. Class A | -36.0% | 0.4% | |
| Ningbo Tuopu Group Co., Ltd. Class A | -28.8% | 0.4% | |
| WuXi AppTec Co., Ltd. Class A | -27.0% | 0.5% | |
| Hundsun Technologies Inc. Class A | -24.4% | 0.4% | |
| Shanghai Fudan Microelectronics Group Co., Ltd. Class A | -22.9% | 0.4% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| XPeng, Inc. Class A | -33.9% | 3.8% | |
| NIO Inc. Class A | -33.8% | 0.2% | |
| Ping An Healthcare and Technology Company Limited | -30.1% | 0.6% | |
| Sunny Optical Technology (Group) Co., Ltd. | -28.7% | 2.5% | |
| Kingdee International Software Group Co., Ltd. | -28.6% | 1.6% |