4.0°C

Warming Potential

41

Total Footprint

40%

Megatrend Exposure

-10%

Net Return YTD

2.9°C

Warming Potential

58

Total Footprint

64%

Megatrend Exposure

-8.6%

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

MSCI World

Financials data per

-8.6%

Net Return YTD

Loading…

Data source: Globalance

-8.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

45.3%

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
  • MSCI World

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%
MSCI World
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Occidental Petroleum Corporation+127.6%0.1%
EQT Corporation+113.6%0.0%
Rheinmetall AG+105.1%0.0%
Tourmaline Oil Corp.+99.9%0.0%
Mitsubishi Heavy Industries, Ltd.+84.0%0.0%

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%
MSCI World
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Uniper SE-82.0%0.0%
Sinch AB-78.8%0.0%
Bausch Health Companies Inc.-78.0%0.0%
Carvana Co. Class A-77.5%0.0%
Upstart Holdings, Inc.-77.0%0.0%