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Institutional Bvg/lpp - Bvg/lpp 25 Plus A (0P0000A9IW)

Switzerland

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121.320 +0.110 +0.09%

28/11 - Closed. Currency in CHF

Type: Fund

Market: Switzerland

Issuer: GAM Investment Management (Switzerland) AG

ISIN: CH0036741061

Asset Class: Equity

Morningstar Rating:
Total Assets: 50.35M

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Institutional Bvg/lpp - Bvg/lpp 25 Plus A Overview

Find basic information about the Institutional Bvg/lpp - Bvg/lpp 25 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 0P0000A9IW MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: CH0036741061)

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Rating

1-Year Change6.53%

Prev. Close121.21

Risk Rating

TTM YieldN/A

ROE24.38%

IssuerGAM Investment Management (Switzerland) AG

Turnover20%

ROA9.23%

Inception DateJan 31, 2008

Total Assets50.35M

Expenses0.63%

Min. Investment500,000

Market Cap86.01B

CategoryCHF Cautious Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1043	1001	1100	965	1087	1213
Fund Return	4.3%	0.07%	9.96%	-1.17%	1.68%	1.95%
Place in category	260	274	132	223	50	45
% in Category	51	56	26	52	12	24

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
Julius Baer Institutional BVG LPPB2	3.87B	6.67	1.10	3.52
Julius Baer Institutional BVG LPP F	3.87B	6.44	0.82	3.24
Julius Baer Institutional BVG LPPb1	3.87B	6.52	0.92	3.34
Aktien USA Passiv CHF A1	2.16B	23.93	6.21	11.52
Aktien USA Passiv CHF D3	2.16B	23.46	5.67	10.88

Top Funds for CHF Cautious Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
UBS CH Vitainvest 25 World U	1.7B	0.92	-2.55	1.10
UBS Strategy Fund Yield CHF K 1 acc	1.62B	2.70	-3.28	0.65
Raiffeisen Pension Invest Futura YA	1.44B	2.57	-3.53	0.73
Raiffeisen Pension Invest Futura YI	1.44B	3.79	-2.80	0.56
UBS CH Suisse 25 CHF Q dist	1.19B	1.07	-0.28	1.76

Top Holdings

Name	ISIN	Weight %	Last	Change %
Julius Baer Institutional Funds - Julius Baer Inst	CH0125176831	18.30	92.980	+0.11%
Julius Baer Institutional Funds - Julius Baer Inst	CH0021349698	9.78	83.710	+0.28%
GAM Inst - World Bond B2	CH1210486507	6.17	-	-
Julius Baer Institutional Funds - Julius Baer Inst	CH0021349607	4.57	109.000	+0.19%
iShares Edge MSCI World Min Vol	IE00B8FHGS14	3.72	66.070	+0.20%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Julius Baer Insti.	121.320	+0.110	+0.09%