Compare Portfolios
vs
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
Portfolio Year to Date Return
Data source: FactSet
16.4%
Net Return Last 3 Years
Bertrand Piccard
Financials data per-7.6%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
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
- Shanghai Composite Index
- Bertrand Piccard
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
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% |
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
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% |
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% |