4.4°C

Warming Potential

41

Total Footprint

37%

Megatrend Exposure

-13%

Net Return YTD

2.8°C

Warming Potential

58

Total Footprint

65%

Megatrend Exposure

-14.2%

Net Return YTD

Shanghai Composite Index

Financials data per

-13%

Net Return YTD

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Data source: Globalance

-13%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

10.2%

Net Return Last 3 Years

Russell 3000

Financials data per

-14.2%

Net Return YTD

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Data source: Globalance

-14.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

34.1%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-25.0%-20.0%-15.0%-10.0%-5.0%0.0%+5.0%
  • Shanghai Composite Index
  • Russell 3000

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+78.1%1.0%
China Shenhua Energy Co. Ltd. Class A+45.6%2.6%
Bank of Jiangsu Co., Ltd. Class A+35.3%0.3%
Chifeng Jilong Gold Mining Co. Ltd. Class A+34.2%0.6%
China State Construction Engineering Corp. Ltd. Class A+22.6%0.8%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Target Hospitality Corp.+292.1%0.0%
CONSOL Energy Inc+238.7%0.0%
PBF Energy, Inc. Class A+221.7%0.0%
Peabody Energy Corporation+217.4%0.0%
TransMedics Group, Inc.+203.6%0.0%

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
Wingtech Technology Co., Ltd. Class A-57.3%0.4%
Sanan Optoelectronics Co., Ltd. Class A-51.9%0.7%
Zhejiang Chint Electrics Co., Ltd Class A-45.1%0.3%
China Northern Rare Earth (Group) High-Tech Co., Ltd. Class A-42.4%0.6%
Nuode New Materials Co., Ltd. Class A-41.6%0.3%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Tricida Inc-97.1%0.0%
Carvana Co. Class A-96.8%0.0%
TuSimple Holdings, Inc. Class A-93.9%0.0%
Volta, Inc. Class A-92.8%0.0%
Kodiak Sciences, Inc.-91.6%0.0%