1.7°C

Warming Potential

59

Total Footprint

69%

Megatrend Exposure

1.6%

Net Return YTD

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SPI

Financials data per

1.6%

Net Return YTD

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Data source: Globalance

+1.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

8.6%

Net Return Last 3 Years

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Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-0.5%0.0%+0.5%+1.0%+1.5%+2.0%+2.5%
  • SPI

Top 5 Assets

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

SPI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Newron Pharmaceuticals S.p.A.+67.7%0.0%
Lonza Group AG+29.2%2.2%
Cosmo Pharmaceuticals NV+27.5%0.0%
DocMorris Ltd+25.0%0.1%
Kudelski SA+21.5%0.0%

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Bottom 5 Assets

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

SPI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Meyer Burger Technology AG-44.8%0.1%
Idorsia Ltd.-34.9%0.0%
Temenos AG-22.5%0.3%
Gurit Holding AG-18.8%0.0%
Komax Holding AG-17.8%0.1%

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