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

-3.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-21.6%

Net Return Last 3 Years

SMI

Financials data per

1.6%

Net Return YTD

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Data source: Globalance

+1.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

13.2%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-10.0%-8.0%-6.0%-4.0%-2.0%0.0%+2.0%+4.0%
  • 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
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%
SMI
 
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

Shanghai Composite Index
 
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%
SMI
 
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%