1.6°C

Warming Potential

67

Total Footprint

97%

Megatrend Exposure

7.8%

Net Return YTD

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Financials data per

7.8%

Net Return YTD

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Data source: Globalance

+7.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

CHF 91,254

Portfolio Value (Ref. curr.)

-21.5%

Net Return Last Year

8.6%

Net Return Last Month

-8.6%

Net Return Since Inception

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Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD0.0%+2.0%+4.0%+6.0%+8.0%+10.0%+12.0%
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Top 5 Assets

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

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Asset Name
Return YTD % (Asset curr.)
% of portfolio
TripAdvisor, Inc.+33.1%5.6%
Stride, Inc.+29.1%5.9%
Etsy, Inc.+20.2%5.1%
Autodesk, Inc.+18.4%5.1%
Sims Ltd.+15.5%5.0%

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Bottom 5 Assets

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

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Asset Name
Return YTD % (Asset curr.)
% of portfolio
East Japan Railway Company-7.4%5.3%
Humana Inc.-3.5%5.0%
American Water Works Company, Inc.-1.1%4.6%
CoStar Group, Inc.-1.0%4.5%
Adyen NV-0.7%4.2%

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