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vs

4.6°C

Warming Potential

46

Total Footprint

46%

Megatrend Exposure

2.2%

Net Return YTD

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Shanghai Composite Index

Financials data per

2.2%

Net Return YTD

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Data source: Globalance

+2.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

21.5%

Net Return Last 3 Years

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Investment Performance

JunJulAugSepOctNovDecJanFebMarAprMayNet Return YTD-4.0%-2.0%0.0%+2.0%+4.0%+6.0%
  • Shanghai Composite Index

Top 5 Assets

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

Shanghai Composite Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Hengtong Optic-Electric Co., Ltd. Class A+114.9%0.1%
China Jushi Co., Ltd. Class A+93.0%0.5%
China Shipbuilding Industry Group Power Co., Ltd. Class A+88.4%0.7%
Ningbo Deye Technology Co., Ltd. Class A+62.4%0.2%
Ningxia Baofeng Energy Group Co., Ltd. Class A+43.5%0.2%

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Bottom 5 Assets

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

Shanghai Composite Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Hainan Airport Infrastructure Co., Ltd. Class A-31.9%0.1%
China Southern Airlines Company Limited Class A-28.1%0.1%
China Tourism Group Duty Free Corporation Limited Class A-27.6%0.1%
Eastroc Beverage (Group) Co. Ltd. Class A-27.3%0.8%
China Eastern Airlines Corporation Limited Class A-26.3%0.2%

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