Globalance World

3.6°C

Warming Potential

60

Total Footprint

60%

Megatrend Exposure

4.2%

Net Return YTD

1.4°C

Warming Potential

66

Total Footprint

98%

Megatrend Exposure

-6.7%

Net Return YTD

Hang Seng Index

Financials data per

4.2%

Net Return YTD

+4.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-7.3%

Net Return Last 3 Years

Bertrand Piccard

Financials data per

-6.7%

Net Return YTD

-6.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-4%

Net Return Last Year

-1.1%

Net Return Last Month

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-8.0%-6.0%-4.0%-2.0%0.0%+2.0%+4.0%+6.0%
  • 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
China Overseas Land & Investment Limited+19.7%0.5%
HSBC Holdings Plc+15.1%7.1%
CNOOC Limited+14.6%1.2%
BOC Hong Kong (Holdings) Limited+13.9%0.7%
CSPC Pharmaceutical Group Limited+13.3%0.8%
Bertrand Piccard
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
TripAdvisor, Inc.+5.4%4.4%
Airtel Africa Plc+4.1%8.1%
Beyond Meat, Inc.+3.8%2.8%
Teleflex Incorporated+1.9%4.7%
Clean Harbors, Inc.-1.3%5.2%

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
Sunny Optical Technology (Group) Co., Ltd.-10.9%1.3%
Techtronic Industries Co., Ltd.-10.2%1.5%
Country Garden Holdings Co. Ltd.-7.7%0.5%
Country Garden Services Holdings Co. Ltd.-7.1%1.1%
Geely Automobile Holdings Limited-6.1%1.1%
Bertrand Piccard
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Humana Inc.-14.8%5.0%
Adyen NV-12.1%3.7%
Azure Power Global Ltd.-12.1%3.4%
Ballard Power Systems Inc.-11.7%3.6%
Scatec ASA-10.2%3.9%