4.6°C

Warming Potential

42

Total Footprint

42%

Megatrend Exposure

-3.7%

Net Return YTD

2.2°C

Warming Potential

60

Total Footprint

70%

Megatrend Exposure

15%

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

Nikkei 225

Financials data per

15%

Net Return YTD

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Data source: Globalance

+15%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

26.3%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-10.0%-5.0%0.0%+5.0%+10.0%+15.0%+20.0%
  • Shanghai Composite Index
  • Nikkei 225

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%
Nikkei 225
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Fujikura Ltd+60.0%0.1%
SCREEN Holdings Co., Ltd+57.4%0.3%
Fuji Electric Co., Ltd.+48.2%0.1%
Advantest Corp.+46.3%3.5%
Tokyo Electron Ltd.+40.0%6.3%

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%
Nikkei 225
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Aozora Bank, Ltd.-34.0%0.0%
Sumitomo Pharma Co.Ltd.-22.3%0.1%
Sharp Corporation-20.0%0.1%
Mercari, Inc.-18.6%0.3%
OMRON Corporation-18.2%0.7%