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vs
1.6°C
Warming Potential
67
Total Footprint
97%
Megatrend Exposure
7.8%
Net Return YTD
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Bertrand Piccard
Financials data per7.8%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
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
- Bertrand Piccard
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
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
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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