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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.890 | 7.070 | 0.180 |
Stocks | 41.430 | 41.430 | 0.000 |
Bonds | 50.020 | 50.020 | 0.000 |
Other | 1.660 | 2.040 | 0.380 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.953 | 17.422 |
Price to Book | 2.190 | 2.934 |
Price to Sales | 1.573 | 2.084 |
Price to Cash Flow | 6.232 | 12.070 |
Dividend Yield | 2.648 | 2.452 |
5 Years Earnings Growth | 10.399 | 12.012 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 19.480 | 19.674 |
Financial Services | 18.050 | 17.228 |
Consumer Defensive | 13.700 | 10.611 |
Industrials | 10.740 | 10.802 |
Technology | 10.720 | 17.535 |
Consumer Cyclical | 9.070 | 8.509 |
Basic Materials | 6.810 | 5.239 |
Energy | 4.020 | 2.462 |
Real Estate | 3.110 | 3.109 |
Communication Services | 2.560 | 5.127 |
Utilities | 1.730 | 1.737 |
Number of long holdings: 21
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Migros Bank (CH) Fds SwissStock I | CH0023406611 | 16.96 | - | - | |
Migros Bank (CH) Fds Ins CorpBd CHF I | CH0023406785 | 16.64 | - | - | |
Mi-Fonds CH Swiss Franc Bond I | CH0023406736 | 14.57 | 112.770 | 0% | |
Mi-Fonds CH Institutional - Government Bond CHF I | CH0023406819 | 9.26 | 104.620 | +0.01% | |
Migros Bank (CH) Fds Ins NAStock I | CH0023406835 | 9.19 | - | - | |
Migros Bank (CH) Fds EuropeStock I | CH0023406645 | 8.19 | - | - | |
Migros Bank (CH) Fds SwissFrancBd M/T I | CH0023406777 | 5.78 | - | - | |
Migros Bank (CH) Fds Ins EuropeanCcyBd I | CH0023406793 | 3.89 | - | - | |
Mi-Fonds CH Institutional - Pacific Stock | CH0023406850 | 3.09 | 115.170 | -0.33% | |
iShares MSCI Emerging Markets UCITS Dist | IE00B0M63177 | 2.09 | 3,359.8 | +0.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 8.88B | 34.35 | 9.07 | 12.32 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.43B | 28.57 | 7.61 | 9.70 | ||
UBS CH Vitainvest 50 World U | 4.36B | 8.31 | -0.67 | 2.51 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.78B | 11.50 | -1.36 | 6.69 | ||
UBS CH Institutional Fund 2 EquiSCB | 2.78B | 11.45 | -1.42 | 6.63 |
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