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Institutional Bvg/lpp Flexible Fund B1 (0P00001QJ3)

Switzerland

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163.030 +0.010 +0.01%

20/01 - Delayed Data. Currency in CHF

Type: Fund

Market: Switzerland

Issuer: GAM Investment Management (Switzerland) AG

ISIN: CH0020274947

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.93B

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Institutional Bvg/lpp Flexible Fund B1 Overview

Find basic information about the Institutional Bvg/lpp Flexible Fund B1 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 0P00001QJ3 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: CH0020274947)

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Technical Chart

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Rating

1-Year Change8.63%

Prev. Close163.02

Risk Rating

TTM YieldN/A

ROE23.82%

IssuerGAM Investment Management (Switzerland) AG

Turnover42%

ROA9.16%

Inception DateDec 21, 2004

Total Assets3.93B

Expenses0.58%

Min. InvestmentN/A

Market Cap74.26B

CategoryCHF Moderate Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1077	1011	1077	1009	1183	1390
Fund Return	7.7%	1.1%	7.7%	0.31%	3.42%	3.34%
Place in category	282	93	282	67	27	18
% in Category	51	16	51	14	7	9

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
Julius Baer Institutional BVG LPPB2	3.93B	7.90	0.49	3.52
Julius Baer Institutional BVG LPP F	3.93B	7.58	0.21	3.25
Aktien USA Passiv CHF E3	2.22B	33.43	7.35	10.89
Aktien USA Passiv CHF A1	2.22B	34.45	8.22	11.83
Aktien USA Passiv CHF D3	2.22B	33.83	7.67	11.19

Top Funds for CHF Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
UBS CH Vitainvest 50 World U	4.42B	8.31	-0.67	2.51
Raiffeisen Pension Invest Futura Ba	4.31B	7.51	-1.87	1.90
Raiffeisen Pension Invest Futura BI	4.31B	6.47	-2.59	1.75
Julius Baer Institutional BVG LPPB2	3.93B	7.90	0.49	3.52
Julius Baer Institutional BVG LPP F	3.93B	7.58	0.21	3.25

Top Holdings

Name	ISIN	Weight %	Last	Change %
Assetimmo W	CH0010493457	3.08	-	-
Nestle	CH0038863350	1.63	74.54	-0.27%
Assetimmo G	CH0010493499	1.51	-	-
Roche Holding Participation	CH0012032048	1.45	274.90	+1.74%
Novartis	CH0012005267	1.41	90.61	+1.40%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Julius Baer Insti.	163.030	+0.010	+0.01%