1.6°C

Warming Potential

60

Total Footprint

73%

Megatrend Exposure

1.6%

Net Return YTD

Select another portfolio to compare performance statistics.

SMI

Financials data per

1.6%

Net Return YTD

Loading…

Data source: Globalance

+1.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

13.2%

Net Return Last 3 Years

Select another portfolio to compare performance statistics.

Investment Performance

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

Select another portfolio to compare performance statistics.

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
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%

Select another portfolio to compare performance statistics.