Compare Portfolios
vs
4.6°C
Warming Potential
42
Total Footprint
42%
Megatrend Exposure
-3.7%
Net Return YTD
1.5°C
Warming Potential
69
Total Footprint
98%
Megatrend Exposure
-0.3%
Net Return YTD
Shanghai Composite Index
Financials data per-3.7%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
-21.6%
Net Return Last 3 Years
Bertrand Piccard
Financials data per-0.3%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
CHFÂ 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
- Shanghai Composite Index
- Bertrand Piccard
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| China Coal Energy Co. Ltd. Class A | +23.2% | 0.4% | |
| China Shenhua Energy Co. Ltd. Class A | +21.4% | 1.3% | |
| PetroChina Company Limited Class A | +17.3% | 2.8% | |
| Shaanxi Coal Industry Co., Ltd. Class A | +15.8% | 0.8% | |
| China CITIC Bank Corporation Ltd Class A | +15.3% | 0.6% |
| Â | 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
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Yonyou Network Technology Co. Ltd. Class A | -36.0% | 0.4% | |
| Ningbo Tuopu Group Co., Ltd. Class A | -28.8% | 0.4% | |
| WuXi AppTec Co., Ltd. Class A | -27.0% | 0.5% | |
| Hundsun Technologies Inc. Class A | -24.4% | 0.4% | |
| Shanghai Fudan Microelectronics Group Co., Ltd. Class A | -22.9% | 0.4% |
| Â | 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% |