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 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

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-6.0%-4.0%-2.0%0.0%+2.0%+4.0%
  • SPI
  • Bertrand Piccard

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%
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

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%
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%