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Ubam - Swiss Equity Ahd Usd (0P00017MPY)

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141.030 +0.030    +0.02%
20/11 - Closed. Currency in USD
Type:  Fund
Market:  Luxembourg
Issuer:  UBP Asset Management (Europe) S.A.
ISIN:  LU0570480938 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.73B
UBAM Swiss Equity AHD USD 141.030 +0.030 +0.02%

Ubam - Swiss Equity Ahd Usd Overview

 
Find basic information about the Ubam - Swiss Equity Ahd Usd mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00017MPY MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: LU0570480938)
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Rating
1-Year Change12.27%
Prev. Close141
Risk Rating
TTM Yield3.81%
ROE24.40%
IssuerUBP Asset Management (Europe) S.A.
Turnover - 21.32%
ROA8%
Inception DateJan 14, 2016
Total Assets1.73B
Expenses1.39%
Min. InvestmentN/A
Market Cap33.09B
CategorySector Equity Other
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1146 986 1272 962 1359 -
Fund Return 14.63% -1.44% 27.24% -1.3% 6.33% -
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by UBP Asset Management (Europe) S.A.

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBAM Swiss Eq AC USD 1.73B 8.16 -2.64 -
  UBAM Swiss Eq UC USD 1.73B 8.47 -2.30 -
  UBAM Swiss Eq IHD USD 1.73B 15.02 -0.92 -
  UBAM Swiss Eq UHC USD 1.73B 14.97 -0.96 -
  UBAM Swiss Eq IHC USD 1.73B 15.01 -0.92 7.98

Top Funds for Sector Equity Other Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Global Technology A-Acc 270.78M -8.24 26.64 -
  LU1059906690 8.38B 9.25 3.00 -
  LU2045769127 7.21B 8.79 2.33 -
  Eleva Euro Slct Class I USD H Acc 6.12B 12.43 8.38 -
  Eleva Euro Slct Class A1 USD H Acc 6.12B 11.92 7.82 -

Top Holdings

Name ISIN Weight % Last Change %
  Novartis CH0012005267 7.54 91.56 +0.63%
  ABB CH0012221716 7.23 49.58 +1.08%
  Roche Holding Participation CH0012032048 6.72 251.10 +0.76%
  Nestle CH0038863350 6.52 75.96 -0.73%
  UBS Group CH0244767585 5.92 28.14 -0.04%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Neutral Buy
Technical Indicators Strong Sell Sell Strong Buy
Summary Strong Sell Neutral Strong Buy
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