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

Switzerland

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142.020 +0.460 +0.32%

19/03 - Closed. Currency in CHF

Type: Fund

Market: Switzerland

Issuer: GAM Investment Management (Switzerland) AG

ISIN: CH0036749957

Asset Class: Equity

Morningstar Rating:
Total Assets: 100.41M

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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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Technical Chart

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Rating

1-Year Change3.84%

Prev. Close141.56

Risk Rating

TTM YieldN/A

ROE26.05%

IssuerGAM Investment Management (Switzerland) AG

Turnover47%

ROA10.45%

Inception DateJan 31, 2008

Total Assets100.41M

Expenses0.64%

Min. Investment500,000

Market Cap121.65B

CategoryCHF Moderate Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1027	1019	1082	1078	1244	1396
Fund Return	2.67%	1.95%	8.16%	2.53%	4.46%	3.4%
Place in category	240	269	257	118	30	25
% in Category	43	47	46	24	7	12

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
Julius Baer Institutional BVG LPP F	3.9B	1.88	1.66	3.76
Julius Baer Institutional BVG LPPb1	3.9B	7.67	0.30	3.34
Julius Baer Institutional BVG LPPB2	3.9B	7.88	0.48	3.52
Aktien USA Passiv CHF E3	1.99B	0.83	10.69	11.22
Aktien USA Passiv CHF A1	1.99B	0.95	11.58	12.15

Top Funds for CHF Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
UBS CH Vitainvest 50 World U	4.27B	7.32	-1.50	2.35
Raiffeisen Pension Invest Futura BI	4.27B	2.68	0.50	1.94
Raiffeisen Pension Invest Futura Ba	4.27B	6.47	-2.59	1.75
Julius Baer Institutional BVG LPP F	3.9B	1.88	1.66	3.76
Julius Baer Institutional BVG LPPb1	3.9B	7.67	0.30	3.34

Top Holdings

Name	ISIN	Weight %	Last	Change %
GAM Inst - World Bond B2	CH1210486507	10.55	-	-
Julius Baer Institutional Funds - Julius Baer Inst	CH0125176831	4.72	91.620	+0.12%
Julius Baer Institutional Funds - Julius Baer Inst	CH0021349698	3.86	84.750	+0.39%
UBS (Irl) ETF plc - MSCI World UCITS ETF (USD) A-a	IE00BD4TXV59	3.51	30.84	+0.36%
SPDR MSCI World UCITS	IE00BFY0GT14	3.23	39.30	0.00%

Technical Summary

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

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Recent Quotes

Name	Price	Chg.	Chg. %
Julius Baer Insti.	142.020	+0.460	+0.32%
Sycomore Fund SIC.	183.683	+0.675	+0.37%
Unipol Comparto B.	20.710	+0.101	+0.49%
Unipol Comparto B.	20.574	+0.100	+0.49%