Globalance World

4.3°C

Warming Potential

40

Total Footprint

37%

Megatrend Exposure

2.6%

Return YTD

3.5°C

Warming Potential

59

Total Footprint

55%

Megatrend Exposure

20.1%

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

STOXX Europe 600

Financials data per

20.1%

Return YTD

+20.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

42.6%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%+20.0%+25.0%+30.0%
  • Shanghai Composite Index
  • STOXX Europe 600

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%
STOXX Europe 600
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
zooplus AG+182.1%0.0%
EQT AB+141.9%0.3%
Vitrolife AB+139.9%0.0%
Samhallsbyggnadsbolaget I Norden AB Class B+130.0%0.1%
Vivendi SE+124.1%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
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%
STOXX Europe 600
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
TeamViewer AG-71.8%0.0%
Allegro.eu Societe anonyme-50.4%0.0%
Atos SE-49.4%0.0%
Galapagos NV-47.1%0.0%
Ubisoft Entertainment SA-43.0%0.0%