4.6°C

Warming Potential

42

Total Footprint

42%

Megatrend Exposure

-3.7%

Net Return YTD

1.8°C

Warming Potential

67

Total Footprint

88%

Megatrend Exposure

5.1%

Net Return YTD

Shanghai Composite Index

Financials data per

-3.7%

Net Return YTD

Loading…

Data source: Globalance

-3.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-21.6%

Net Return Last 3 Years

Nasdaq Composite

Financials data per

5.1%

Net Return YTD

Loading…

Data source: Globalance

+5.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

12.3%

Net Return Last 3 Years

Investment Performance

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

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
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%
Nasdaq Composite
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NVIDIA Corporation+46.6%4.2%
Meta Platforms Inc Class A+33.7%3.8%
CrowdStrike Holdings, Inc. Class A+29.0%0.4%
Palo Alto Networks, Inc.+24.3%0.7%
Trade Desk, Inc. Class A+23.6%0.3%

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-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%
Nasdaq Composite
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Charter Communications, Inc. Class A-24.6%0.6%
Tesla, Inc.-19.5%2.8%
JD.com, Inc. Sponsored ADR Class A-16.2%0.1%
Biogen Inc.-15.3%0.3%
Walgreens Boots Alliance, Inc.-14.9%0.2%