2.2°C

Warming Potential

54

Total Footprint

92%

Megatrend Exposure

-23.4%

Net Return YTD

1.6°C

Warming Potential

65

Total Footprint

97%

Megatrend Exposure

-19.7%

Net Return YTD

Hang Seng Index

Financials data per

-23.4%

Net Return YTD

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Data source: Globalance

-23.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-31.6%

Net Return Last 3 Years

Bertrand Piccard

Financials data per

-19.7%

Net Return YTD

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Data source: Globalance

-19.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

CHF 85,658

Portfolio Value (Ref. curr.)

-4%

Net Return Last Year

-4.1%

Net Return Last Month

-13.3%

Net Return Since Inception

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-25.0%-20.0%-15.0%-10.0%-5.0%0.0%+5.0%+10.0%
  • Hang Seng Index
  • Bertrand Piccard

Top 5 Assets

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

Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Trip.com Group Ltd.+8.4%0.7%
Semiconductor Manufacturing International Corp.-11.8%5.0%
Baidu, Inc. Class A-19.5%4.3%
Netease Inc-21.1%6.1%
Li Auto, Inc. Class A-22.4%3.1%
Bertrand Piccard
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Etsy, Inc.+17.7%6.6%
CoStar Group, Inc.+15.1%6.4%
East Japan Railway Company+13.5%6.1%
Humana Inc.+7.0%5.6%
PayPal Holdings, Inc.+3.4%5.7%

Bottom 5 Assets

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

Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
XPeng, Inc. Class A-72.4%1.1%
Ming Yuan Cloud Group Holdings Limited-68.3%0.5%
Sunny Optical Technology (Group) Co., Ltd.-66.8%5.4%
Bilibili, Inc. Class Z-64.9%1.3%
AAC Technologies Holdings Inc.-57.0%0.8%
Bertrand Piccard
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
CANCOM SE-50.0%3.3%
Accenture Plc Class A-39.4%5.4%
Prologis, Inc.-38.1%4.7%
Adyen NV-34.4%4.2%
Autodesk, Inc.-31.4%4.9%