Compare Portfolios
vs
1.7°C
Warming Potential
59
Total Footprint
69%
Megatrend Exposure
1.6%
Net Return YTD
1.5°C
Warming Potential
69
Total Footprint
98%
Megatrend Exposure
-0.3%
Net Return YTD
SPI
Financials data per1.6%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
8.6%
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
- SPI
- 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 |
|---|---|---|---|
| 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% |
| 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 |
|---|---|---|---|
| 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% |
| 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% |