1.5°C

Warming Potential

69

Total Footprint

98%

Megatrend Exposure

-0.3%

Net Return YTD

1.8°C

Warming Potential

61

Total Footprint

97%

Megatrend Exposure

-4.1%

Net Return YTD

Bertrand Piccard

Financials data per

-0.3%

Net Return YTD

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Data source: Globalance

-0.3%

Portfolio Year to Date Return

-∞%+∞%0%

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

Hang Seng Index

Financials data per

-4.1%

Net Return YTD

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Data source: Globalance

-4.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-46.9%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-15.0%-10.0%-5.0%0.0%+5.0%
  • 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
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%
Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Netease Inc+22.0%6.2%
Trip.com Group Ltd.+17.1%2.0%
Haier Smart Home Co., Ltd. Class H+9.5%3.1%
Tencent Holdings Ltd.-0.6%8.0%
Alibaba Group Holding Limited-3.4%8.0%

Bottom 5 Assets

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

Bertrand Piccard
 
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%
Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
XPeng, Inc. Class A-33.9%3.8%
NIO Inc. Class A-33.8%0.2%
Ping An Healthcare and Technology Company Limited-30.1%0.6%
Sunny Optical Technology (Group) Co., Ltd.-28.7%2.5%
Kingdee International Software Group Co., Ltd.-28.6%1.6%