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Ubs (ch) Equity Fund - Global Opportunity (usd) P (0P00000OR9)

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501.880 +3.370    +0.68%
23/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  Switzerland
Issuer:  UBS Fund Management (Switzerland) AG
ISIN:  CH0002788500 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 99.19M
UBS CH Equity Fund - Global Opportunity USD P 501.880 +3.370 +0.68%

Ubs (ch) Equity Fund - Global Opportunity (usd) P Overview

 
Find basic information about the Ubs (ch) Equity Fund - Global Opportunity (usd) P 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 0P00000OR9 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: CH0002788500)
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Rating
1-Year Change14.89%
Prev. Close498.51
Risk Rating
TTM Yield0%
ROE27.96%
IssuerUBS Fund Management (Switzerland) AG
Turnover118.09%
ROA13.28%
Inception DateJan 31, 1960
Total Assets99.19M
Expenses2.06%
Min. InvestmentN/A
Market Cap236.23B
CategoryGlobal Large - Cap Growth Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1098 1029 1226 935 1402 1950
Fund Return 9.78% 2.92% 22.56% -2.22% 6.99% 6.91%
Place in category 1795 926 2515 1754 1387 624
% in Category 63 36 86 74 79 74

Top Equity Funds by UBS Fund Management (Switzerland) AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  CH0565892822 7.31B 20.55 8.04 -
  Equities Emerging Markets Glo II IB 4.1B 7.22 -1.72 2.97
  Equities Emerging Markets Glo II IX 4.1B 7.35 -1.56 3.15
  Equities Emerging Markets GlobalIA1 552.87M 0.61 -7.13 3.12
  Equities Emerging Markets Global IX 552.87M 1.40 -6.33 4.16

Top Funds for Global Large-Cap Growth Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Equity Fund Global OpportunB 102.59M 16.76 2.46 9.41
  UBS CH Equity Fund Global OpportunQ 102.59M 10.72 -1.22 7.89

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 6.53 438.11 -0.28%
  Amazon.com US0231351067 5.32 227.05 -0.87%
  NVIDIA US67066G1040 5.09 139.93 -0.21%
  Apple US0378331005 5.01 259.02 +0.32%
  Alphabet C US02079K1079 4.70 197.10 -0.24%

Technical Summary

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