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vs

1.6°C

Warming Potential

61

Total Footprint

85%

Megatrend Exposure

11.5%

Net Return YTD

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SMI

Financials data per

11.5%

Net Return YTD

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Data source: Globalance

+11.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

42.4%

Net Return Last 3 Years

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Investment Performance

SepOctNovDecJanFebMarAprMayJunJulAugNet Return YTD-10.0%-5.0%0.0%+5.0%+10.0%+15.0%
  • SMI

Top 5 Assets

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

SMI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
ABB Ltd.+30.6%7.7%
Swisscom AG+18.7%1.3%
Kuehne & Nagel International AG+10.5%0.7%
Novartis AG+8.0%18.1%
Nestle S.A.+6.1%15.0%

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Bottom 5 Assets

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

SMI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Compagnie Financiere Richemont SA-13.3%5.6%
Geberit AG-11.7%1.5%
Lonza Group AG-10.2%2.7%
Partners Group Holding AG-9.9%1.4%
Sika AG-8.9%1.8%

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