Compare Portfolios
vs
4.6°C
Warming Potential
46
Total Footprint
46%
Megatrend Exposure
2.2%
Net Return YTD
2.2°C
Warming Potential
57
Total Footprint
62%
Megatrend Exposure
–
Net Return YTD
Shanghai Composite Index
Financials data per2.2%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
21.5%
Net Return Last 3 Years
Guido Largo UBS
–
Net Return YTD
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Data source: Globalance
Data source: FactSet
Unfortunately, this data is currently not available.
Investment Performance
- Shanghai Composite Index
Guido Largo UBS: no data available
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
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% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| VAT Group AG | +44.6% | 5.0% | |
| COMET Holding AG | +36.0% | 3.0% | |
| OC Oerlikon Corporation AG | +33.3% | 0.8% | |
| Robeco Capital Growth Funds SICAV - Robeco Smart Energy X Capitalisation | +26.3% | 1.0% | |
| ABB Ltd. | +23.9% | 2.0% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
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% |
Asset Name | Return YTD % (Asset curr.) | % of portfolio | |
|---|---|---|---|
| Barry Callebaut AG | -16.1% | 2.5% | |
| Chocoladefabriken Lindt & Spruengli AG Partizipsch. | -12.3% | 2.1% | |
| Variopartner SICAV - MIV Global Medtech Fund Capitalisation -I2- | -11.6% | 1.3% | |
| Chocoladefabriken Lindt & Spruengli AG | -9.8% | 10.5% | |
| Sonova Holding AG | -9.4% | 2.5% |