1.7°C

Warming Potential

59

Total Footprint

69%

Megatrend Exposure

1.6%

Net Return YTD

1.6°C

Warming Potential

60

Total Footprint

73%

Megatrend Exposure

1.6%

Net Return YTD

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

SMI

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

13.2%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-0.5%0.0%+0.5%+1.0%+1.5%+2.0%+2.5%+3.0%
  • SPI
  • SMI

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%
SMI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Lonza Group AG+29.2%2.3%
Compagnie Financiere Richemont SA+18.4%5.3%
Swiss Life Holding AG+9.2%1.6%
ABB Ltd.+7.3%4.7%
Swiss Re AG+6.8%2.7%

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%
SMI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Sika AG-7.1%3.2%
Roche Holding Ltd Dividend Right Cert.-6.7%16.2%
UBS Group AG-6.2%6.3%
Geberit AG-4.9%1.4%
Logitech International S.A.-4.0%1.1%