1.7°C

Warming Potential

59

Total Footprint

69%

Megatrend Exposure

1.6%

Net Return YTD

1.8°C

Warming Potential

61

Total Footprint

97%

Megatrend Exposure

-4.1%

Net Return YTD

SPI

Financials data per

1.6%

Net Return YTD

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Data source: Globalance

+1.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

8.6%

Net Return Last 3 Years

Hang Seng Index

Financials data per

-4.1%

Net Return YTD

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Data source: Globalance

-4.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-46.9%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-15.0%-10.0%-5.0%0.0%+5.0%
  • SPI
  • Hang Seng Index

Top 5 Assets

These are the assets with the highest finance score in each of the two portfolios

SPI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Newron Pharmaceuticals S.p.A.+67.7%0.0%
Lonza Group AG+29.2%2.2%
Cosmo Pharmaceuticals NV+27.5%0.0%
DocMorris Ltd+25.0%0.1%
Kudelski SA+21.5%0.0%
Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Netease Inc+22.0%6.2%
Trip.com Group Ltd.+17.1%2.0%
Haier Smart Home Co., Ltd. Class H+9.5%3.1%
Tencent Holdings Ltd.-0.6%8.0%
Alibaba Group Holding Limited-3.4%8.0%

Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

SPI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Meyer Burger Technology AG-44.8%0.1%
Idorsia Ltd.-34.9%0.0%
Temenos AG-22.5%0.3%
Gurit Holding AG-18.8%0.0%
Komax Holding AG-17.8%0.1%
Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
XPeng, Inc. Class A-33.9%3.8%
NIO Inc. Class A-33.8%0.2%
Ping An Healthcare and Technology Company Limited-30.1%0.6%
Sunny Optical Technology (Group) Co., Ltd.-28.7%2.5%
Kingdee International Software Group Co., Ltd.-28.6%1.6%