Compare Portfolios
vs
1.7°C
Warming Potential
60
Total Footprint
77%
Megatrend Exposure
-10.2%
Net Return YTD
2.2°C
Warming Potential
54
Total Footprint
95%
Megatrend Exposure
-19.9%
Net Return YTD
SMI
60
Total Footprint
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Data source: Globalance
Portfolio Footprint Score
Data source: Globalance
- adverse:
- 3%
- balanced:
- 43%
- positive:
- 54%
Hang Seng Index
54
Total Footprint
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Data source: Globalance
Portfolio Footprint Score
Data source: Globalance
- adverse:
- 23%
- balanced:
- 43%
- positive:
- 34%
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 | 89 | 3.6% | |
| Zurich Insurance Group Ltd | 84 | 6.1% | |
| Swiss Re AG | 84 | 2.2% | |
| ABB Ltd. | 78 | 4.4% | |
| Swiss Life Holding AG | 78 | 1.4% |
Asset Name | Total Footprint | % of portfolio | |
|---|---|---|---|
| Tencent Holdings Ltd. | 82 | 7.9% | |
| Baidu, Inc. Class A | 80 | 4.5% | |
| Kingdee International Software Group Co., Ltd. | 76 | 2.5% | |
| JD Health International, Inc. | 73 | 4.5% | |
| Ping An Healthcare and Technology Company Limited | 69 | 0.7% |
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 | 36 | 2.4% | |
| Logitech International S.A. | 38 | 0.7% | |
| Sika AG | 43 | 3.2% | |
| Credit Suisse Group AG | 49 | 1.1% | |
| Roche Holding Ltd Dividend Right Cert. | 49 | 18.8% |
Asset Name | Total Footprint | % of portfolio | |
|---|---|---|---|
| Alibaba Health Information Technology Ltd. | 21 | 1.7% | |
| JD.com, Inc. Class A | 30 | 7.2% | |
| BYD Electronic (International) Co., Ltd. | 35 | 1.4% | |
| Kingsoft Corp. Ltd. | 37 | 1.8% | |
| China Literature Ltd. | 38 | 0.9% |