Globalance World

4.0°C

Warming Potential

41

Total Footprint

40%

Megatrend Exposure

3.9%

Return YTD

3.5°C

Warming Potential

55

Total Footprint

40%

Megatrend Exposure

11.8%

Return YTD

Shanghai Composite Index

Financials data per

3.9%

Return YTD

+3.9%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

38.6%

Last 3 Years Return

FTSE 100

Financials data per

11.8%

Return YTD

+11.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

3.1%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-5.0%0.0%+5.0%+10.0%+15.0%
  • Shanghai Composite Index
  • FTSE 100

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+298.2%0.2%
Yanzhou Coal Mining Co. Ltd. Class A+191.9%0.3%
TBEA Co Ltd. Class A+145.7%0.2%
Power Construction Corporation of China, Ltd. Class A+98.3%0.2%
China National Chemical Engineering Co., Ltd Class A+91.9%0.2%
FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Entain PLC+88.5%0.5%
Ashtead Group plc+71.6%1.1%
Glencore plc+64.6%1.7%
Evraz PLC+52.7%0.2%
Royal Dutch Shell Plc Class A+48.1%3.2%

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
China Fortune Land Development Co., Ltd. Class A-69.7%0.4%
Jiangsu Hengrui Pharmaceuticals Co., Ltd. Class A-44.7%2.3%
Yonghui Superstores Co., Ltd. Class A-44.4%0.5%
Ping An Insurance (Group) Company of China, Ltd. Class A-36.2%2.8%
Shanghai International Airport Co., Ltd. Class A-34.3%0.4%
FTSE 100
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Just Eat Takeaway.com N.V.-27.8%0.5%
Associated British Foods plc-22.4%0.5%
Ocado Group PLC-20.1%0.6%
London Stock Exchange Group plc-16.5%1.5%
Reckitt Benckiser Group plc-13.7%2.3%