2.8°C

Warming Potential

62

Total Footprint

69%

Megatrend Exposure

4.7%

Net Return YTD

1.5°C

Warming Potential

69

Total Footprint

98%

Megatrend Exposure

-0.3%

Net Return YTD

Russell 3000

Financials data per

4.7%

Net Return YTD

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Data source: Globalance

+4.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

26.1%

Net Return Last 3 Years

Bertrand Piccard

Financials data per

-0.3%

Net Return YTD

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Data source: Globalance

-0.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

CHF 86,373

Portfolio Value (Ref. curr.)

3.4%

Net Return Last Year

-3.3%

Net Return Last Month

-13.5%

Net Return Since Inception

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-6.0%-4.0%-2.0%0.0%+2.0%+4.0%+6.0%
  • Russell 3000
  • Bertrand Piccard

Top 5 Assets

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

Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Vera Therapeutics, Inc. Class A+198.8%0.0%
Arcutis Biotherapeutics Inc+187.9%0.0%
Super Micro Computer, Inc.+182.6%0.0%
Sangamo Therapeutics, Inc.+154.0%0.0%
FibroGen, Inc.+147.1%0.0%
Bertrand Piccard
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Adyen NV+28.8%6.6%
TripAdvisor, Inc.+25.4%7.1%
DoubleVerify Holdings, Inc.+15.1%6.0%
East Japan Railway Company+11.2%6.2%
Redcare Pharmacy N.V.+10.2%5.1%

Bottom 5 Assets

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

Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Invitae Corp.-96.9%0.0%
NanoString Technologies, Inc.-92.4%0.0%
CareMax, Inc. Class A-70.6%0.0%
iRobot Corporation-68.1%0.0%
Enviva Inc-67.2%0.0%
Bertrand Piccard
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Airtel Africa Plc-27.3%4.1%
Omnicell, Inc.-25.2%4.0%
Teradata Corporation-14.8%3.8%
Array Technologies Inc-13.4%4.4%
Incyte Corporation-8.1%5.0%