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Institutional Bvg/lpp - Bvg/lpp 40 Plus A (0P0000A9IZ)

Switzerland

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145.190 -0.390 -0.27%

14/02 - Closed. Currency in CHF

Type: Fund

Market: Switzerland

Issuer: GAM Investment Management (Switzerland) AG

ISIN: CH0036749957

Asset Class: Equity

Morningstar Rating:
Total Assets: 102.87M

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Institutional Bvg/lpp - Bvg/lpp 40 Plus A Overview

Find basic information about the Institutional Bvg/lpp - Bvg/lpp 40 Plus A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000A9IZ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: CH0036749957)

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Rating

1-Year Change8.55%

Prev. Close145.58

Risk Rating

TTM YieldN/A

ROE26.63%

IssuerGAM Investment Management (Switzerland) AG

Turnover47%

ROA10.70%

Inception DateJan 31, 2008

Total Assets102.87M

Expenses0.64%

Min. Investment500,000

Market Cap119.44B

CategoryCHF Moderate Allocation

What is your sentiment on Julius Baer Institutional BVG/LPP - Julius Baer In?

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1025	1043	1107	1052	1199	1443
Fund Return	2.51%	4.33%	10.71%	1.71%	3.69%	3.73%
Place in category	185	100	179	101	32	26
% in Category	37	20	33	23	9	13

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
Julius Baer Institutional BVG LPP F	3.98B	7.56	0.20	3.25
Julius Baer Institutional BVG LPPb1	3.98B	7.67	0.30	3.34
Julius Baer Institutional BVG LPPB2	3.98B	7.88	0.48	3.52
Aktien USA Passiv CHF A1	2.23B	3.24	10.74	13.38
Aktien USA Passiv CHF D3	2.23B	3.21	10.18	12.73

Top Funds for CHF Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
UBS CH Vitainvest 50 World U	4.45B	7.32	-1.50	2.35
Raiffeisen Pension Invest Futura BI	4.36B	2.11	-0.75	2.20
Raiffeisen Pension Invest Futura Ba	4.36B	6.47	-2.59	1.75
Julius Baer Institutional BVG LPPb1	3.98B	7.67	0.30	3.34
Julius Baer Institutional BVG LPPB2	3.98B	7.88	0.48	3.52

Top Holdings

Name	ISIN	Weight %	Last	Change %
GAM Inst - World Bond B2	CH1210486507	11.14	-	-
Julius Baer Institutional Funds - Julius Baer Inst	CH0125176831	5.02	91.930	+0.12%
Julius Baer Institutional Funds - Julius Baer Inst	CH0021349698	4.07	85.270	-0.33%
UBS (Irl) ETF plc - MSCI World UCITS ETF (USD) A-a	IE00BD4TXV59	3.56	33.71	-0.09%
SPDR MSCI World UCITS	IE00BFY0GT14	3.27	41.43	-0.18%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Julius Baer Insti.	145.190	-0.390	-0.27%