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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 1075 | 1159 | 1049 | 1301 | 1868 |
Fund Return | 8.43% | 7.53% | 15.92% | 1.62% | 5.41% | 6.45% |
Place in category | 194 | 65 | 70 | 401 | 156 | 234 |
% in Category | 25 | 10 | 10 | 72 | 34 | 77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PPF LPActive Value CHF | 153.5M | 4.37 | 5.65 | 6.61 | ||
White Fleet OLZ Efficient World Eqb | 54.99M | 3.76 | 2.05 | 3.89 | ||
White FleetOLZ EfficientWrldEM Eq I | 46.41M | -0.09 | 0.88 | 1.09 | ||
LU0803003523 | 46.41M | -0.15 | 0.38 | 0.57 | ||
LU1023367128 | 18.64M | 8.49 | 2.27 | 7.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBAM Swiss Eq UD CHF | 1.86B | 9.15 | -5.80 | - | ||
UBAM Swiss Eq RC CHF | 1.86B | 7.17 | -1.69 | 5.55 | ||
AXA Framlington Swiss M Cap CHF | 282.9M | 7.23 | -2.85 | -2.57 | ||
LU0054754816 | 172.51M | 5.03 | -5.55 | 3.27 | ||
LU0261951288 | 60.33M | 5.07 | -5.55 | 3.28 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS Group | CH0244767585 | 6.12 | 30.72 | +2.16% | |
Roche Holding Participation | CH0012032048 | 5.21 | 299.90 | +0.20% | |
Novartis | CH0012005267 | 4.81 | 97.03 | -3.66% | |
Nestle | CH0038863350 | 4.23 | 87.60 | -1.60% | |
Richemont | CH0210483332 | 4.09 | 183.80 | +2.51% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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