1.5°C

Warming Potential

69

Total Footprint

98%

Megatrend Exposure

-1.8%

Net Return YTD

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Financials data per

-1.8%

Net Return YTD

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Data source: Globalance

-1.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

CHF 85,103

Portfolio Value (Ref. curr.)

3.4%

Net Return Last Year

-3.3%

Net Return Last Month

-14.7%

Net Return Since Inception

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Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-5.0%-4.0%-3.0%-2.0%-1.0%0.0%+1.0%
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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.+27.5%7.3%
Adyen NV+26.1%6.6%
DoubleVerify Holdings, Inc.+13.5%6.0%
East Japan Railway Company+9.4%6.1%
Redcare Pharmacy N.V.+8.4%5.1%

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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
Omnicell, Inc.-28.5%3.9%
Airtel Africa Plc-28.3%4.1%
Sims Ltd.-20.5%4.2%
Array Technologies Inc-19.6%4.2%
Teradata Corporation-15.0%3.8%

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