Compare Portfolios
vs
4.6°C
Warming Potential
42
Total Footprint
42%
Megatrend Exposure
-3.7%
Net Return YTD
1.6°C
Warming Potential
60
Total Footprint
73%
Megatrend Exposure
1.6%
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
SMI
Financials data per1.6%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
13.2%
Net Return Last 3 Years
Investment Performance
- Shanghai Composite Index
- SMI
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 |
|---|---|---|---|
| Lonza Group AG | +29.2% | 2.3% | |
| Compagnie Financiere Richemont SA | +18.4% | 5.3% | |
| Swiss Life Holding AG | +9.2% | 1.6% | |
| ABB Ltd. | +7.3% | 4.7% | |
| Swiss Re AG | +6.8% | 2.7% |
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 |
|---|---|---|---|
| Sika AG | -7.1% | 3.2% | |
| Roche Holding Ltd Dividend Right Cert. | -6.7% | 16.2% | |
| UBS Group AG | -6.2% | 6.3% | |
| Geberit AG | -4.9% | 1.4% | |
| Logitech International S.A. | -4.0% | 1.1% |