2.9°C

Warming Potential

58

Total Footprint

64%

Megatrend Exposure

-8.6%

Net Return YTD

2.2°C

Warming Potential

54

Total Footprint

92%

Megatrend Exposure

-13.8%

Net Return YTD

MSCI World

Financials data per

-8.6%

Net Return YTD

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Data source: Globalance

-8.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

45.3%

Net Return Last 3 Years

Hang Seng Index

Financials data per

-13.8%

Net Return YTD

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Data source: Globalance

-13.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-21.9%

Net Return Last 3 Years

Investment Performance

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Top 5 Assets

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

MSCI World
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Occidental Petroleum Corporation+127.6%0.1%
EQT Corporation+113.6%0.0%
Rheinmetall AG+105.1%0.0%
Tourmaline Oil Corp.+99.9%0.0%
Mitsubishi Heavy Industries, Ltd.+84.0%0.0%
Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Trip.com Group Ltd.+7.2%0.7%
Kuaishou Technology Class B+5.1%7.9%
Li Auto, Inc. Class A+3.0%3.1%
JD Health International, Inc.+0.3%4.7%
Baidu, Inc. Class A-5.7%4.3%

Bottom 5 Assets

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

MSCI World
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Uniper SE-82.0%0.0%
Sinch AB-78.8%0.0%
Bausch Health Companies Inc.-78.0%0.0%
Carvana Co. Class A-77.5%0.0%
Upstart Holdings, Inc.-77.0%0.0%
Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Ming Yuan Cloud Group Holdings Limited-63.8%0.5%
AAC Technologies Holdings Inc.-51.2%0.8%
Sunny Optical Technology (Group) Co., Ltd.-49.6%5.4%
XPeng, Inc. Class A-49.1%1.1%
Bilibili, Inc. Class Z-44.6%1.3%