Globalance World

1.4°C

Warming Potential

67

Total Footprint

98%

Megatrend Exposure

-0.8%

Return YTD

3.6°C

Warming Potential

60

Total Footprint

60%

Megatrend Exposure

-12.4%

Return YTD

Bertrand Piccard

Financials data per

-0.8%

Return YTD

-0.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

49.5%

Last Year Return

9.8%

Last Month Return

Last 3 Years Return

Hang Seng Index

Financials data per

-12.4%

Return YTD

-12.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-9.8%

Last 3 Years Return

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecYTD Return-15.0%-10.0%-5.0%0.0%+5.0%+10.0%+15.0%
  • Bertrand Piccard
  • Hang Seng Index

Top 5 Assets

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

Bertrand Piccard
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Clean Harbors, Inc.+45.0%5.3%
Accenture Plc Class A+41.8%5.5%
CANCOM SE+35.1%5.2%
Airtel Africa Plc+30.2%6.4%
Prologis, Inc.+17.9%5.8%
Hang Seng Index
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
BYD Company Limited Class H+48.7%1.5%
Techtronic Industries Co., Ltd.+48.6%1.5%
CITIC Limited+40.2%0.5%
Sunny Optical Technology (Group) Co., Ltd.+35.8%1.3%
CK Asset Holdings Limited+21.5%0.8%

Bottom 5 Assets

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

Bertrand Piccard
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Azure Power Global Ltd.-44.8%4.2%
Beyond Meat, Inc.-41.0%2.9%
Sunrun Inc.-27.6%4.8%
TripAdvisor, Inc.-25.7%3.7%
Solaria Energia y Medio Ambiente, S.A.-23.8%5.0%
Hang Seng Index
 
Asset Name
YTD Return % (Asset curr.)
% of portfolio
Haidilao International Holding Ltd.-69.7%0.3%
Alibaba Health Information Technology Ltd.-67.6%0.6%
Alibaba Group Holding Ltd.-44.5%7.7%
Xiaomi Corp. Class B-42.6%3.4%
Sands China Ltd.-42.1%0.7%