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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1116 | 984 | 1225 | 1029 | 1334 | - |
Fund Return | 11.62% | -1.56% | 22.5% | 0.94% | 5.93% | - |
Place in category | 32 | 35 | 33 | 135 | 69 | - |
% in Category | 5 | 7 | 4 | 26 | 16 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DGC Stock Selection A CHF Acc | 577.66M | 8.90 | 4.64 | 7.99 | ||
Diversified Growth CompanyHorizonte | 149.57M | 2.66 | -2.25 | 0.49 | ||
DGC NS Balanced Class B CHF Acc | 94.85M | 4.43 | -1.32 | - | ||
DGC NS Balanced Class A CHF Acc | 94.85M | 4.22 | -1.57 | 1.53 | ||
DGC Franck Muller Luxury B CHF Acc | 69.82M | -4.55 | -5.76 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBAM Swiss Eq UD CHF | 1.75B | 11.68 | -4.01 | - | ||
UBAM Swiss Eq RC CHF | 1.75B | 10.43 | -5.30 | 4.83 | ||
AXA Framlington Swiss M Cap CHF | 282.83M | -12.84 | 10.47 | 1.45 | ||
LU0054754816 | 161.59M | 10.52 | -3.13 | 4.24 | ||
LU0261951288 | 56.94M | 10.57 | -3.11 | 4.24 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novartis | CH0012005267 | 8.39 | 91.95 | -0.44% | |
Roche Holding Participation | CH0012032048 | 7.62 | 263.10 | +0.23% | |
Nestle | CH0038863350 | 7.61 | 77.72 | -0.36% | |
Richemont | CH0210483332 | 5.36 | 117.95 | +1.29% | |
Holcim | CH0012214059 | 4.28 | 89.92 | +0.33% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Neutral | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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