4.6°C

Warming Potential

42

Total Footprint

42%

Megatrend Exposure

-3.7%

Net Return YTD

2.5°C

Warming Potential

62

Total Footprint

70%

Megatrend Exposure

2.5%

Net Return YTD

Shanghai Composite Index

Financials data per

-3.7%

Net Return YTD

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Data source: Globalance

-3.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-21.6%

Net Return Last 3 Years

Dow Jones Indust A

Financials data per

2.5%

Net Return YTD

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Data source: Globalance

+2.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

22.5%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-10.0%-8.0%-6.0%-4.0%-2.0%0.0%+2.0%+4.0%
  • 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
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%
Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Super Micro Computer, Inc.+182.6%0.0%
Kinsale Capital Group, Inc.+50.8%0.0%
AppLovin Corp. Class A+50.2%0.0%
NVIDIA Corporation+46.6%2.6%
Palantir Technologies Inc. Class A+42.3%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-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%
Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
New York Community Bancorp Inc-51.6%0.0%
agilon health inc-43.3%0.0%
QuidelOrtho Corporation-43.3%0.0%
Wolfspeed Inc-38.2%0.0%
Avis Budget Group, Inc.-36.7%0.0%