4.0°C

Warming Potential

41

Total Footprint

40%

Megatrend Exposure

-10%

Net Return YTD

1.6°C

Warming Potential

67

Total Footprint

98%

Megatrend Exposure

-7.6%

Net Return YTD

Shanghai Composite Index

Financials data per

-10%

Net Return YTD

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Data source: Globalance

-10%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

16.4%

Net Return Last 3 Years

Bertrand Piccard

Financials data per

-7.6%

Net Return YTD

Loading…

Data source: Globalance

-7.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

CHF 99,673

Portfolio Value (Ref. curr.)

-4%

Net Return Last Year

12%

Net Return Last Month

-0.2%

Net Return Since Inception

Investment Performance

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

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
Yankuang Energy Group Company Limited Class A+88.5%0.6%
Chifeng Jilong Gold Mining Co. Ltd. Class A+44.3%0.5%
China Shenhua Energy Co. Ltd. Class A+39.8%1.6%
Bank of Jiangsu Co., Ltd. Class A+26.4%0.3%
Shanghai International Airport Co., Ltd. Class A+24.2%0.2%
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Asset Name
Return YTD % (Asset curr.)
% of portfolio
Etsy, Inc.+43.5%6.8%
CoStar Group, Inc.+22.5%5.7%
PayPal Holdings, Inc.+18.9%5.4%
Humana Inc.+7.4%4.7%
Airtel Africa Plc+7.3%4.3%

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
Wingtech Technology Co., Ltd. Class A-43.9%0.5%
Yonyou Network Technology Co. Ltd. Class A-39.5%0.9%
Sanan Optoelectronics Co., Ltd. Class A-37.4%0.9%
Great Wall Motor Co., Ltd. Class A-34.9%1.0%
FangDa Carbon New Material Co., Ltd. Class A-34.5%0.3%
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Asset Name
Return YTD % (Asset curr.)
% of portfolio
CANCOM SE-31.4%4.2%
Accenture Plc Class A-23.5%5.4%
Teleflex Incorporated-22.5%3.9%
Prologis, Inc.-19.1%4.9%
Ballard Power Systems Inc.-14.9%5.2%