4.0°C

Warming Potential

41

Total Footprint

41%

Megatrend Exposure

-6.9%

Net Return YTD

2.8°C

Warming Potential

59

Total Footprint

69%

Megatrend Exposure

-14.4%

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

Dow Jones Indust A

Financials data per

-14.4%

Net Return YTD

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Data source: Globalance

-14.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

16.4%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-25.0%-20.0%-15.0%-10.0%-5.0%0.0%+5.0%
  • Shanghai Composite Index
  • Dow Jones Indust A

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%
Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Occidental Petroleum Corporation+109.4%0.1%
H&R Block, Inc.+58.4%0.0%
EQT Corporation+58.3%0.0%
Continental Resources, Inc.+47.8%0.0%
Valero Energy Corporation+46.4%0.1%

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%
Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Carvana Co. Class A-90.6%0.0%
Invitae Corp.-83.4%0.0%
Affirm Holdings, Inc. Class A-82.9%0.0%
Coinbase Global, Inc. Class A-80.6%0.0%
TuSimple Holdings, Inc. Class A-79.6%0.0%