1.5°C

Warming Potential

66

Total Footprint

98%

Megatrend Exposure

-15.9%

Net Return YTD

2.4°C

Warming Potential

62

Total Footprint

72%

Megatrend Exposure

-3.5%

Net Return YTD

Bertrand Piccard

Financials data per

-15.9%

Net Return YTD

Loading…

Data source: Globalance

-15.9%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

CHF 90,667

Portfolio Value (Ref. curr.)

-4%

Net Return Last Year

1.9%

Net Return Last Month

-9.2%

Net Return Since Inception

Nikkei 225

Financials data per

-3.5%

Net Return YTD

Loading…

Data source: Globalance

-3.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

18.1%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-25.0%-20.0%-15.0%-10.0%-5.0%0.0%+5.0%
  • Bertrand Piccard
  • Nikkei 225

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
Etsy, Inc.+67.5%8.7%
CoStar Group, Inc.+35.9%6.9%
Humana Inc.+18.4%5.7%
Tetra Tech, Inc.+18.4%5.4%
East Japan Railway Company+15.0%5.9%
Nikkei 225
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Mitsubishi Heavy Industries, Ltd.+99.4%0.1%
JGC Holdings Corporation+90.4%0.2%
Fujikura Ltd+89.9%0.1%
Mitsubishi Motors Corporation+83.5%0.0%
Tokyo Electric Power Company Holdings, Incorporated+66.3%0.0%

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
Omnicell, Inc.-49.5%2.3%
CANCOM SE-40.7%4.1%
Prologis, Inc.-31.4%4.6%
Leroy Seafood Group ASA-31.3%3.3%
Accenture Plc Class A-28.4%5.6%
Nikkei 225
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Z Holdings Corporation-42.6%0.0%
Rakuten Group, Inc.-42.0%0.1%
Recruit Holdings Co., Ltd.-37.8%1.7%
OMRON Corporation-37.6%0.9%
Hino Motors,Ltd.-35.9%0.1%