Globalance World

4.3°C

Warming Potential

40

Total Footprint

37%

Megatrend Exposure

2.6%

Return YTD

2.8°C

Warming Potential

60

Total Footprint

72%

Megatrend Exposure

3.1%

Return YTD

Shanghai Composite Index

Financials data per

2.6%

Return YTD

+2.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

38.8%

Last 3 Years Return

Nikkei 225

Financials data per

3.1%

Return YTD

+3.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

27%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%
  • 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
YTD Return % (Asset curr.)
% of portfolio
China Northern Rare Earth (Group) High-Tech Co., Ltd. Class A+331.9%0.3%
Yanzhou Coal Mining Co. Ltd. Class A+141.0%0.5%
TBEA Co Ltd. Class A+123.4%0.3%
NARI Technology Co., Ltd. Class A+104.4%0.3%
China National Chemical Engineering Co., Ltd Class A+94.6%0.2%
Nikkei 225
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Nippon Yusen Kabushiki Kaisha+222.6%0.1%
Kawasaki Kisen Kaisha, Ltd.+127.7%0.1%
Mitsui O.S.K.Lines,Ltd.+119.8%0.1%
Citizen Watch Co, Ltd.+88.9%0.1%
Ebara Corporation+85.2%0.2%

Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

Shanghai Composite Index
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Yonghui Superstores Co., Ltd. Class A-45.4%0.2%
Jiangsu Hengrui Pharmaceuticals Co., Ltd. Class A-43.5%1.8%
Ping An Insurance (Group) Company of China, Ltd. Class A-41.4%2.2%
Shanghai International Airport Co., Ltd. Class A-37.7%0.2%
Sany Heavy Industry Co., Ltd. Class A-34.0%0.3%
Nikkei 225
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
M3, Inc.-37.2%1.8%
Keio Corporation-34.5%0.1%
Odakyu Electric Railway Co., Ltd.-31.4%0.1%
Chugai Pharmaceutical Co., Ltd.-28.1%1.5%
Teijin Limited-26.4%0.0%