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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1013 | 1020 | 1050 | 998 | 1044 | 1149 |
Fund Return | 1.25% | 2.04% | 5.04% | -0.08% | 0.87% | 1.4% |
Place in category | 569 | 493 | 488 | 346 | 308 | 160 |
% in Category | 96 | 84 | 89 | 75 | 79 | 79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DGC Stock Selection A CHF Acc | 596.01M | 2.38 | 5.99 | 8.27 | ||
Diversified Growth CompanyHorizonte | 150.08M | 1.10 | -1.25 | 0.40 | ||
DGC NS Balanced Class B CHF Acc | 95.68M | 4.42 | -1.81 | - | ||
DGC Franck Muller Luxury B CHF Acc | 80.61M | 8.98 | 0.30 | 4.22 | ||
DGC - Franck Muller LuxuryA CHF Acc | 80.61M | 8.90 | -0.60 | 3.37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBSLux Strat Balanced CHF Q CDist | 1.81B | 4.45 | -2.79 | 1.57 | ||
UBSLux Strat Balanced CHF P CDist | 1.81B | 3.75 | -3.44 | 0.96 | ||
UBS lux Strategy Balanced CHF Q Acc | 1.81B | 4.45 | -2.79 | 1.59 | ||
UBSLux Strat Balanced CHF P Acc | 1.81B | 3.74 | -3.44 | 0.96 | ||
UBSLux Strat Balanced CHF QDist | 1.81B | 4.44 | -2.79 | 1.59 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS AG | CH0511367242 | 6.13 | - | - | |
Fundsmith Sustainable Equity Fund I Acc | GB00BF0V6P41 | 5.29 | 2.012 | +0.70% | |
Barclays Bank plc 0% | XS2443110593 | 4.95 | - | - | |
Goldman Sachs Finance Corp. International Ltd. | XS2482204497 | 4.82 | - | - | |
iShares US Medical Devices UCITS USD (Acc) | IE00BMX0DF60 | 4.78 | 6.99 | +2.28% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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