Compare Portfolios
vs
3.2°C
Warming Potential
57
Total Footprint
68%
Megatrend Exposure
-7.7%
Net Return YTD
3.6°C
Warming Potential
60
Total Footprint
60%
Megatrend Exposure
-11.8%
Net Return YTD
SMI
57
Total Footprint
Portfolio Footprint Score
Data source: Globalance
- adverse:
- 7%
- balanced:
- 61%
- positive:
- 32%
Hang Seng Index
60
Total Footprint
Portfolio Footprint Score
Data source: Globalance
- adverse:
- 13%
- balanced:
- 35%
- positive:
- 52%
Top 5 Assets
These are the assets with the highest footprint score in each of the two portfolios
Asset Name | Total Footprint | % of portfolio | |
|---|---|---|---|
| Lonza Group AG | 85 | 4.2% | |
| Swiss Re AG | 84 | 2.1% | |
| ABB Ltd. | 80 | 4.0% | |
| Zurich Insurance Group Ltd | 79 | 4.9% | |
| Swiss Life Holding AG | 78 | 1.3% |
Asset Name | Total Footprint | % of portfolio | |
|---|---|---|---|
| Wuxi Biologics (Cayman) Inc. | 86 | 3.7% | |
| Xinyi Solar Holdings Ltd. | 86 | 0.6% | |
| China Unicom (Hong Kong) Limited | 83 | 0.2% | |
| Tencent Holdings Ltd. | 79 | 7.6% | |
| Hong Kong Exchanges & Clearing Ltd. | 78 | 4.3% |
Bottom 5 Assets
These are the assets with the lowest footprint score in each of the two portfolios
Asset Name | Total Footprint | % of portfolio | |
|---|---|---|---|
| Holcim Ltd | 33 | 2.1% | |
| Logitech International S.A. | 36 | 1.0% | |
| Sika AG | 42 | 3.6% | |
| Roche Holding Ltd Dividend Right Cert. | 48 | 18.6% | |
| Novartis AG | 50 | 14.6% |
Asset Name | Total Footprint | % of portfolio | |
|---|---|---|---|
| CNOOC Limited | 27 | 1.2% | |
| Hengan International Group Co., Ltd. | 31 | 0.3% | |
| Shenzhou International Group Holdings Limited | 34 | 1.2% | |
| ANTA Sports Products Ltd. | 34 | 1.5% | |
| CK Hutchison Holdings Ltd | 35 | 1.2% |