Compare Portfolios
vs
4.3°C
Warming Potential
42
Total Footprint
39%
Megatrend Exposure
3.7%
Net Return YTD
1.8°C
Warming Potential
57
Total Footprint
69%
Megatrend Exposure
8.3%
Net Return YTD
Shanghai Composite Index
Financials data per3.7%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
9.9%
Net Return Last 3 Years
SPI
Financials data per8.3%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
21.5%
Net Return Last 3 Years
Investment Performance
- Shanghai Composite Index
- SPI
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Dawning Information Industry Co., Ltd. Class A | +141.6% | 0.3% | |
| Yutong Bus Co., Ltd. Class A | +86.3% | 0.0% | |
| PetroChina Company Limited Class A | +50.9% | 2.2% | |
| China Petroleum & Chemical Corporation Class A | +45.9% | 1.0% | |
| China Telecom Corp. Ltd. Class A | +45.3% | 0.3% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Newron Pharmaceuticals S.p.A. | +158.1% | 0.0% | |
| Temenos AG | +53.4% | 0.3% | |
| VAT Group AG | +50.9% | 0.5% | |
| SFS Group AG | +42.3% | 0.1% | |
| Ypsomed Holding AG | +41.0% | 0.1% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| China Tourism Group Duty Free Corporation Limited Class A | -43.0% | 1.0% | |
| Trina Solar Ltd Class A | -38.4% | 0.6% | |
| HANGZHOU FIRST APPLIED MATERIAL CO.,LTD. Class A | -35.2% | 0.5% | |
| Seazen Holdings Co.,Ltd. Class A | -31.8% | 0.3% | |
| LONGi Green Energy Technology Co., Ltd. Class A | -31.8% | 0.8% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Credit Suisse Group AG | -72.7% | 0.7% | |
| RELIEF THERAPEUTICS Holding AG | -66.7% | 0.0% | |
| Idorsia Ltd. | -44.4% | 0.1% | |
| GAM Holding AG | -40.0% | 0.0% | |
| Santhera Pharmaceuticals Holding AG | -38.3% | 0.0% |