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

-3.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-21.6%

Net Return Last 3 Years

DAX

Financials data per

2.2%

Net Return YTD

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Data source: Globalance

+2.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

21.7%

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
  • DAX

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%
DAX
 
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

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%
DAX
 
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%