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

-3.7%

Portfolio Year to Date Return

-∞%+∞%0%

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

-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-10.0%-8.0%-6.0%-4.0%-2.0%0.0%+2.0%
  • 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
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%
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

Shanghai Composite Index
 
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%
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%