Compare Portfolios
vs
4.0°C
Warming Potential
41
Total Footprint
41%
Megatrend Exposure
-6.9%
Net Return YTD
2.5°C
Warming Potential
58
Total Footprint
57%
Megatrend Exposure
-19.3%
Net Return YTD
Shanghai Composite Index
Financials data per-6.9%
Net Return YTD
Loading…
Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
11.3%
Net Return Last 3 Years
DAX
Financials data per-19.3%
Net Return YTD
Loading…
Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
2.3%
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
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Yankuang Energy Group Company Limited Class A | +67.4% | 0.6% | |
| China Shenhua Energy Co. Ltd. Class A | +47.1% | 1.6% | |
| Tongwei Co. Ltd. Class A | +34.7% | 0.5% | |
| TBEA Co., Ltd. Class A | +33.4% | 0.4% | |
| Bank of Jiangsu Co., Ltd. Class A | +30.0% | 0.3% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Bayer AG | +26.3% | 5.0% | |
| Deutsche Telekom AG | +21.8% | 4.8% | |
| Deutsche Boerse AG | +7.2% | 2.4% | |
| RWE AG | +5.9% | 2.2% | |
| Allianz SE | -7.2% | 7.0% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Yonyou Network Technology Co. Ltd. Class A | -38.1% | 0.9% | |
| Wingtech Technology Co., Ltd. Class A | -36.5% | 0.5% | |
| Zhejiang Chint Electrics Co., Ltd Class A | -34.5% | 0.4% | |
| Sanan Optoelectronics Co., Ltd. Class A | -34.1% | 0.9% | |
| FangDa Carbon New Material Co., Ltd. Class A | -30.5% | 0.3% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Zalando SE | -63.2% | 0.9% | |
| Delivery Hero SE | -61.0% | 0.7% | |
| HelloFresh SE | -53.3% | 0.6% | |
| Infineon Technologies AG | -44.7% | 3.0% | |
| Sartorius AG Pref | -42.1% | 0.8% |