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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 997 | 1045 | 1058 | 1194 | 1523 | 2059 |
Fund Return | -0.33% | 4.55% | 5.8% | 6.09% | 8.78% | 7.49% |
Place in category | 149 | 125 | 136 | 235 | 89 | 158 |
% in Category | 27 | 21 | 23 | 51 | 21 | 68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0033782431 | 2.79B | 8.58 | 4.10 | 7.54 | ||
Pictet CH Institutional Swiss EquiI | 2.27B | 8.86 | 2.05 | 8.05 | ||
Pictet CH Institutional Swiss EquZD | 2.27B | 8.90 | 2.54 | 8.57 | ||
Pictet CH Institutional Swiss EquiP | 2.27B | 8.84 | 1.85 | 7.84 | ||
UBS CH Equity Fund Swiss Income CHF | 2.52B | 8.29 | 0.69 | 5.71 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 9.73 | 82.48 | -1.43% | |
Roche Holding Participation | CH0012032048 | 9.73 | 294.50 | -1.11% | |
Novartis | CH0012005267 | 9.71 | 95.37 | -2.46% | |
Givaudan | CH0010645932 | 4.30 | 4,059.00 | +2.92% | |
Zurich Insurance Group | CH0011075394 | 4.21 | 563.40 | -1.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Neutral | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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