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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1086 | 1005 | 1086 | 961 | 1045 | 1176 |
Fund Return | 8.62% | 0.52% | 8.62% | -1.33% | 0.89% | 1.63% |
Place in category | 215 | 208 | 215 | 284 | 268 | 112 |
% in Category | 39 | 34 | 39 | 60 | 68 | 60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0999466526 | 869.47M | 9.22 | -0.79 | - | ||
LU0161534606 | 869.47M | 8.61 | -1.33 | 1.63 | ||
LU0112800569 | 603.01M | 5.77 | -1.88 | 0.71 | ||
LU0161539233 | 603.01M | 5.78 | -1.88 | 0.71 | ||
LU0999466872 | 378.72M | 8.08 | -1.49 | 3.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBSLux Strat Balanced CHF QDist | 1.82B | 4.44 | -2.79 | 1.59 | ||
UBSLux Strat Balanced CHF PDist | 1.82B | 3.74 | -3.44 | 0.96 | ||
UBSLux Strat Balanced CHF Q CDist | 1.82B | 4.45 | -2.79 | 1.57 | ||
UBSLux Strat Balanced CHF P CDist | 1.82B | 3.75 | -3.44 | 0.96 | ||
UBS lux Strategy Balanced CHF Q Acc | 1.82B | 4.45 | -2.79 | 1.59 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SWC (LU) BF Resp Glbl Rates ST | LU2658242347 | 10.11 | - | - | |
SWC (LU) BF Sust Glbl Credit NT | LU1877924016 | 7.71 | - | - | |
Swisscanto (LU) Equity Fund Green Invest Emerging | LU0866272569 | 4.28 | 147.590 | -0.38% | |
SWC (LU) BF Resp EmMa Opps NT | LU2108482667 | 3.09 | - | - | |
Roche Holding Participation | CH0012032048 | 2.43 | 298.40 | +1.05% |
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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