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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1072 | 953 | 1072 | 927 | 1158 | 1426 |
Fund Return | 7.15% | -4.67% | 7.15% | -2.48% | 2.98% | 3.61% |
Place in category | 178 | 273 | 178 | 327 | 334 | 271 |
% in Category | 28 | 38 | 28 | 58 | 71 | 92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBAM Swiss Eq UD CHF | 1.83B | 9.15 | -5.80 | - | ||
UBAM Swiss Eq RC CHF | 1.83B | 7.68 | -7.06 | 4.12 | ||
AXA Framlington Swiss M Cap CHF | 288.6M | 7.23 | -2.85 | -2.57 | ||
LU0054754816 | 171.76M | 5.03 | -5.55 | 3.27 | ||
LU0261951288 | 60.59M | 5.07 | -5.55 | 3.28 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Roche Holding Participation | CH0012032048 | 9.40 | 286.00 | +0.28% | |
Nestle | CH0038863350 | 8.99 | 77.48 | -1.53% | |
Novartis | CH0012005267 | 8.99 | 95.58 | +1.90% | |
UBS Group | CH0244767585 | 8.65 | 32.34 | -0.15% | |
Richemont | CH0210483332 | 4.86 | 177.10 | -0.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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