Compare Portfolios
vs
2.4°C
Warming Potential
56
Total Footprint
42%
Megatrend Exposure
-0.3%
Net Return YTD
1.8°C
Warming Potential
61
Total Footprint
97%
Megatrend Exposure
-4.1%
Net Return YTD
FTSE 100
Financials data per-0.3%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
14.3%
Net Return Last 3 Years
Hang Seng Index
Financials data per-4.1%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
-46.9%
Net Return Last 3 Years
Investment Performance
- FTSE 100
- Hang Seng Index
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Flutter Entertainment Plc | +22.6% | 1.2% | |
| GSK plc | +15.6% | 3.2% | |
| Hargreaves Lansdown plc | +13.0% | 0.1% | |
| Beazley Plc | +12.1% | 0.2% | |
| BAE Systems plc | +11.8% | 1.8% |
| Â | 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
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| JD Sports Fashion Plc | -32.4% | 0.2% | |
| Ocado Group PLC | -29.3% | 0.2% | |
| Endeavour Mining PLC | -26.6% | 0.2% | |
| Airtel Africa Plc | -26.0% | 0.1% | |
| Fresnillo PLC | -18.0% | 0.1% |
| Â | 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% |