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vs
1.8°C
Warming Potential
61
Total Footprint
75%
Megatrend Exposure
–
Net Return YTD
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Vontobel Ethos Equities Swiss Mid&Small
–
Net Return YTD
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Data source: Globalance
Data source: FactSet
Unfortunately, this data is currently not available.
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Investment Performance
Unfortunately, this data is currently not available.
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 | |
|---|---|---|---|
| VAT Group AG | +44.6% | 3.3% | |
| PolyPeptide Group AG | +39.7% | 0.5% | |
| COMET Holding AG | +36.0% | 0.7% | |
| CALIDA Holding AG | +35.6% | 0.2% | |
| Banque Cantonale Vaudoise | +27.5% | 1.3% |
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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 | |
|---|---|---|---|
| SoftwareOne Holding Ltd. | -23.9% | 0.4% | |
| Georg Fischer AG | -16.9% | 1.6% | |
| Barry Callebaut AG | -16.1% | 1.2% | |
| Adecco Group AG | -15.4% | 1.9% | |
| Medartis Holding AG | -12.5% | 0.8% |
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