Compare Portfolios
vs
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
Portfolio Year to Date Return
Data source: FactSet
-21.6%
Net Return Last 3 Years
Nikkei 225
Financials data per15%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
26.3%
Net Return Last 3 Years
Investment Performance
- Shanghai Composite Index
- Nikkei 225
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
| Â | 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% |
| Â | 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
| Â | 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% |
| Â | 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% |