Globalance World

1.4°C

Warming Potential

67

Total Footprint

98%

Megatrend Exposure

1.2%

Return YTD

4.3°C

Warming Potential

40

Total Footprint

37%

Megatrend Exposure

3.4%

Return YTD

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Financials data per

1.2%

Return YTD

+1.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

49.5%

Last Year Return

9.8%

Last Month Return

Last 3 Years Return

Shanghai Composite Index

Financials data per

3.4%

Return YTD

+3.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

39.3%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-10.0%-5.0%0.0%+5.0%+10.0%
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  • Shanghai Composite Index

Top 5 Assets

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

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Asset Name
YTD Return % (Asset curr.)
% of portfolio
Clean Harbors, Inc.+48.6%5.4%
Accenture Plc Class A+41.0%5.4%
CANCOM SE+34.0%5.0%
Airtel Africa Plc+33.0%6.5%
Prologis, Inc.+19.1%5.9%
Shanghai Composite Index
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
China Northern Rare Earth (Group) High-Tech Co., Ltd. Class A+285.2%0.3%
Yanzhou Coal Mining Co. Ltd. Class A+138.5%0.5%
TBEA Co Ltd. Class A+132.2%0.3%
China National Chemical Engineering Co., Ltd Class A+86.3%0.2%
NARI Technology Co., Ltd. Class A+82.8%0.3%

Bottom 5 Assets

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

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Asset Name
YTD Return % (Asset curr.)
% of portfolio
Azure Power Global Ltd.-44.5%4.2%
Beyond Meat, Inc.-40.9%2.9%
Sunrun Inc.-25.6%4.9%
Solaria Energia y Medio Ambiente, S.A.-23.9%5.0%
TripAdvisor, Inc.-21.4%3.9%
Shanghai Composite Index
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Yonghui Superstores Co., Ltd. Class A-43.9%0.2%
Jiangsu Hengrui Pharmaceuticals Co., Ltd. Class A-43.8%1.8%
Ping An Insurance (Group) Company of China, Ltd. Class A-40.2%2.2%
Shanghai International Airport Co., Ltd. Class A-35.8%0.2%
Sany Heavy Industry Co., Ltd. Class A-35.2%0.3%