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vs
1.6°C
Warming Potential
63
Total Footprint
57%
Megatrend Exposure
–
Net Return YTD
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Rigi
–
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
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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 | |
|---|---|---|---|
| Accelleron Industries AG | +31.0% | 0.3% | |
| ABB Ltd. | +23.9% | 8.9% | |
| Swisscom AG | +18.9% | 4.1% | |
| Sandoz Group Ltd | +14.3% | 0.4% | |
| Novartis AG | +10.5% | 6.2% |
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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 | |
|---|---|---|---|
| dormakaba Holding AG | -15.8% | 3.9% | |
| Geberit AG | -12.5% | 7.1% | |
| Chocoladefabriken Lindt & Spruengli AG | -9.8% | 25.6% | |
| UBS Group AG | -9.0% | 0.0% | |
| Zurich Insurance Group Ltd | -2.7% | 14.1% |
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