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Institutional Bvg/lpp Flexible Fund A1 (0P00011D1A)

Switzerland

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152.420 +0.180 +0.12%

28/02 - Delayed Data. Currency in CHF

Type: Fund

Market: Switzerland

ISIN: CH0228599780

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.96B

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Institutional Bvg/lpp Flexible Fund A1 Overview

Find basic information about the Institutional Bvg/lpp Flexible Fund A1 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 0P00011D1A MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: CH0228599780)

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Technical Chart

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Rating

1-Year Change6.63%

Prev. Close152.24

Risk Rating

TTM YieldN/A

ROE24.91%

IssuerN/A

Turnover42%

ROA9.74%

Inception DateDec 16, 2013

Total Assets3.96B

Expenses0.67%

Min. Investment1

Market Cap93.15B

CategoryCHF Moderate Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1019	1032	1086	1051	1196	1447
Fund Return	1.88%	3.16%	8.56%	1.66%	3.64%	3.76%
Place in category	468	380	368	117	35	26
% in Category	79	62	64	25	8	12

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
Julius Baer Institutional BVG LPPb1	3.96B	7.67	0.30	3.34
Julius Baer Institutional BVG LPPB2	3.96B	7.88	0.48	3.52
Aktien USA Passiv CHF E3	2.14B	3.18	9.85	12.43
Aktien USA Passiv CHF A1	2.14B	3.24	10.74	13.38
Aktien USA Passiv CHF D3	2.14B	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	4.39B	7.32	-1.50	2.35
Raiffeisen Pension Invest Futura BI	4.33B	2.11	-0.75	2.20
Raiffeisen Pension Invest Futura Ba	4.33B	6.47	-2.59	1.75
Julius Baer Institutional BVG LPPb1	3.96B	7.67	0.30	3.34
Julius Baer Institutional BVG LPPB2	3.96B	7.88	0.48	3.52

Top Holdings

Name	ISIN	Weight %	Last	Change %
Assetimmo W	CH0010493457	2.89	-	-
Roche Holding Participation	CH0012032048	1.47	303.50	+0.30%
Assetimmo G	CH0010493499	1.43	-	-
Julius Baer Swiss Sustainable Companies Fund CHF D	CH0112637647	1.24	363.750	-0.85%
Nestle	CH0038863350	1.15	89.72	+1.26%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Julius Baer Insti.	152.420	+0.180	+0.12%