Compare Portfolios
vs
1.5°C
Warming Potential
69
Total Footprint
98%
Megatrend Exposure
-0.3%
Net Return YTD
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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
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
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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 | |
|---|---|---|---|
| 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% |
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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 | |
|---|---|---|---|
| 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% |
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