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Institutional Bvg/lpp - Bvg/lpp 25 Plus B (0P0000A9J7)

Switzerland

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135.880 +0.340 +0.25%

30/01 - Closed. Currency in CHF

Type: Fund

Market: Switzerland

Issuer: GAM Investment Management (Switzerland) AG

ISIN: CH0036747480

Asset Class: Equity

Morningstar Rating:
Total Assets: 49.34M

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

Find basic information about the Institutional Bvg/lpp - Bvg/lpp 25 Plus B 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 0P0000A9J7 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: CH0036747480)

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Rating

1-Year Change6.65%

Prev. Close135.54

Risk Rating

TTM YieldN/A

ROE24.38%

IssuerGAM Investment Management (Switzerland) AG

Turnover20%

ROA9.23%

Inception DateJan 31, 2008

Total Assets49.34M

Expenses0.48%

Min. InvestmentN/A

Market Cap86.01B

CategoryCHF Cautious Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1057	1002	1057	975	1096	1236
Fund Return	5.69%	0.18%	5.69%	-0.84%	1.84%	2.14%
Place in category	216	264	216	189	34	34
% in Category	41	51	41	41	8	17

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
Julius Baer Institutional BVG LPP F	3.95B	7.56	0.20	3.25
Julius Baer Institutional BVG LPPb1	3.95B	7.67	0.30	3.34
Julius Baer Institutional BVG LPPB2	3.95B	7.88	0.48	3.52
Aktien USA Passiv CHF A1	2.24B	34.45	8.22	11.83
Aktien USA Passiv CHF D3	2.24B	33.83	7.67	11.19

Top Funds for CHF Cautious Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
UBS CH Vitainvest 25 World U	1.67B	4.24	-2.53	0.75
UBS Strategy Fund Yield CHF K 1 acc	1.59B	2.70	-3.28	0.65
Raiffeisen Pension Invest Futura YA	1.41B	4.01	-2.95	0.39
Raiffeisen Pension Invest Futura YI	1.41B	4.01	-2.95	0.39
UBS CH Suisse 25 CHF Q dist	1.18B	6.55	-0.47	1.82

Top Holdings

Name	ISIN	Weight %	Last	Change %
Julius Baer Institutional Funds - Julius Baer Inst	CH0125176831	18.30	91.730	+0.15%
Julius Baer Institutional Funds - Julius Baer Inst	CH0021349698	9.78	85.320	+0.31%
GAM Inst - World Bond B2	CH1210486507	6.17	-	-
Julius Baer Institutional Funds - Julius Baer Inst	CH0021349607	4.57	108.220	+0.20%
iShares Edge MSCI World Min Vol	IE00B8FHGS14	3.72	66.330	+0.33%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	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.	135.880	+0.340	+0.25%