2.4°C

Warming Potential

56

Total Footprint

42%

Megatrend Exposure

-0.3%

Net Return YTD

1.5°C

Warming Potential

69

Total Footprint

98%

Megatrend Exposure

-0.3%

Net Return YTD

FTSE 100

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

14.3%

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-5.0%-4.0%-3.0%-2.0%-1.0%0.0%+1.0%
  • FTSE 100
  • Bertrand Piccard

Top 5 Assets

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

FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Flutter Entertainment Plc+22.6%1.2%
GSK plc+15.6%3.2%
Hargreaves Lansdown plc+13.0%0.1%
Beazley Plc+12.1%0.2%
BAE Systems plc+11.8%1.8%
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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

FTSE 100
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
JD Sports Fashion Plc-32.4%0.2%
Ocado Group PLC-29.3%0.2%
Endeavour Mining PLC-26.6%0.2%
Airtel Africa Plc-26.0%0.1%
Fresnillo PLC-18.0%0.1%
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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%