4.0°C

Warming Potential

41

Total Footprint

41%

Megatrend Exposure

-6.9%

Net Return YTD

2.3°C

Warming Potential

54

Total Footprint

92%

Megatrend Exposure

-6.6%

Net Return YTD

Shanghai Composite Index

Financials data per

-6.9%

Net Return YTD

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Data source: Globalance

-6.9%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

11.3%

Net Return Last 3 Years

Hang Seng Index

Financials data per

-6.6%

Net Return YTD

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Data source: Globalance

-6.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-23.4%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-25.0%-20.0%-15.0%-10.0%-5.0%0.0%+5.0%+10.0%
  • Shanghai Composite Index
  • Hang Seng 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
Yankuang Energy Group Company Limited Class A+67.4%0.6%
China Shenhua Energy Co. Ltd. Class A+47.1%1.6%
Tongwei Co. Ltd. Class A+34.7%0.5%
TBEA Co., Ltd. Class A+33.4%0.4%
Bank of Jiangsu Co., Ltd. Class A+30.0%0.3%
Hang Seng Index
 
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

Shanghai Composite Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Yonyou Network Technology Co. Ltd. Class A-38.1%0.9%
Wingtech Technology Co., Ltd. Class A-36.5%0.5%
Zhejiang Chint Electrics Co., Ltd Class A-34.5%0.4%
Sanan Optoelectronics Co., Ltd. Class A-34.1%0.9%
FangDa Carbon New Material Co., Ltd. Class A-30.5%0.3%
Hang Seng Index
 
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%