Compare Portfolios
vs
4.6°C
Warming Potential
42
Total Footprint
42%
Megatrend Exposure
-3.7%
Net Return YTD
2.1°C
Warming Potential
61
Total Footprint
56%
Megatrend Exposure
2.2%
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
DAX
Financials data per2.2%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
21.7%
Net Return Last 3 Years
Investment Performance
- Shanghai Composite Index
- DAX
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 |
|---|---|---|---|
| Rheinmetall AG | +35.3% | 1.1% | |
| SAP SE | +18.4% | 10.3% | |
| MTU Aero Engines AG | +16.3% | 0.9% | |
| Siemens Energy AG | +15.8% | 0.4% | |
| Munich Reinsurance Company | +9.0% | 4.8% |
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 |
|---|---|---|---|
| RWE AG | -22.8% | 2.3% | |
| Bayer Aktiengesellschaft | -14.9% | 3.8% | |
| Infineon Technologies AG | -11.5% | 3.6% | |
| Covestro AG | -8.6% | 0.9% | |
| Zalando SE | -7.6% | 0.5% |