Compare Portfolios
vs
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
Portfolio Year to Date Return
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
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
- FTSE 100
- 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 |
|---|---|---|---|
| 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% |
| 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 |
|---|---|---|---|
| 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% |
| 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% |