Globalance World

3.5°C

Warming Potential

56

Total Footprint

41%

Megatrend Exposure

2.4%

Net Return YTD

4.3°C

Warming Potential

41

Total Footprint

37%

Megatrend Exposure

-1.9%

Net Return YTD

FTSE 100

Financials data per

2.4%

Net Return YTD

+2.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

8.5%

Net Return Last 3 Years

Shanghai Composite Index

Financials data per

-1.9%

Net Return YTD

-1.9%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

37.5%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-4.0%-3.0%-2.0%-1.0%0.0%+1.0%+2.0%+3.0%
  • FTSE 100
  • Shanghai Composite Index

Top 5 Assets

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

FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
BP p.l.c.+17.6%3.5%
Standard Chartered PLC+16.7%0.6%
International Consolidated Airlines Group SA+16.1%0.3%
Barclays PLC+15.2%1.7%
HSBC Holdings Plc+15.1%4.5%
Shanghai Composite Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Jiangsu Changshu Rural Commercial Bank Co. Ltd. Class A+11.0%0.2%
Bank of Jiangsu Co., Ltd. Class A+11.0%0.3%
Beijing North Star Company Limited Class A+10.9%0.1%
Industrial Bank Co., Ltd. Class A+8.5%1.3%
PetroChina Company Limited Class A+7.7%2.1%

Bottom 5 Assets

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

FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Halma plc-17.0%0.6%
Croda International Plc-16.8%0.7%
Spirax-Sarco Engineering PLC-16.3%0.6%
Experian PLC-15.0%1.6%
Ocado Group PLC-13.9%0.4%
Shanghai Composite Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Huaneng Power International, Inc. Class A-23.4%0.2%
AECC Aviation Power Co Ltd Class A-16.8%0.4%
China Avionics Systems Co., Ltd. Class A-15.8%0.2%
China National Chemical Engineering Co., Ltd Class A-15.1%0.2%
Avic Aviation High-Technology Co., Ltd. Class A-13.1%0.9%