4.0°C

Warming Potential

41

Total Footprint

40%

Megatrend Exposure

-10%

Net Return YTD

2.0°C

Warming Potential

57

Total Footprint

77%

Megatrend Exposure

-11.2%

Net Return YTD

Shanghai Composite Index

Financials data per

-10%

Net Return YTD

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Data source: Globalance

-10%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

16.4%

Net Return Last 3 Years

SMI

Financials data per

-11.2%

Net Return YTD

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Data source: Globalance

-11.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

24.8%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-25.0%-20.0%-15.0%-10.0%-5.0%0.0%+5.0%
  • Shanghai Composite Index
  • SMI

Top 5 Assets

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

Shanghai Composite Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Yankuang Energy Group Company Limited Class A+88.5%0.6%
Chifeng Jilong Gold Mining Co. Ltd. Class A+44.3%0.5%
China Shenhua Energy Co. Ltd. Class A+39.8%1.6%
Bank of Jiangsu Co., Ltd. Class A+26.4%0.3%
Shanghai International Airport Co., Ltd. Class A+24.2%0.2%
SMI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Zurich Insurance Group Ltd+15.6%5.5%
Novartis AG+3.6%17.3%
Holcim Ltd+2.8%2.2%
Swisscom AG+2.3%1.2%
UBS Group AG+0.8%4.5%

Bottom 5 Assets

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

Shanghai Composite Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Wingtech Technology Co., Ltd. Class A-43.9%0.5%
Yonyou Network Technology Co. Ltd. Class A-39.5%0.9%
Sanan Optoelectronics Co., Ltd. Class A-37.4%0.9%
Great Wall Motor Co., Ltd. Class A-34.9%1.0%
FangDa Carbon New Material Co., Ltd. Class A-34.5%0.3%
SMI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Credit Suisse Group AG-37.1%1.2%
Sika AG-35.2%3.1%
Geberit AG-30.5%1.6%
Partners Group Holding AG-29.5%2.0%
Givaudan SA-28.3%2.3%