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Ubs (ch) Equity Fund - Global Opportunity (usd) Q (0P0001702J)

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201.330 +1.200    +0.60%
01/11 - Closed. Currency in USD
Type:  Fund
Market:  Switzerland
Issuer:  UBS Fund Management (Switzerland) AG
ISIN:  CH0203275596 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 99.78M
UBS CH Equity Fund - Global Opportunity USD Q 201.330 +1.200 +0.60%

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

 
Find basic information about the Ubs (ch) Equity Fund - Global Opportunity (usd) Q 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 0P0001702J MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: CH0203275596)
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Rating
1-Year Change20.77%
Prev. Close200.13
Risk Rating
TTM Yield0.19%
ROE24.02%
IssuerUBS Fund Management (Switzerland) AG
Turnover118.09%
ROA9.49%
Inception DateNov 06, 2015
Total Assets99.78M
Expenses1.04%
Min. InvestmentN/A
Market Cap172.19B
CategoryGlobal Large - Cap Growth Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1073 1016 1136 996 1427 2104
Fund Return 7.34% 1.57% 13.61% -0.12% 7.37% 7.72%
Place in category 2076 1741 1934 1440 1246 464
% in Category 70 54 67 61 74 52

Top Equity Funds by UBS Fund Management (Switzerland) AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  CH0565892822 7.06B 14.73 8.82 -
  Equities Emerging Markets Glo II IB 4.09B 15.94 -0.20 3.81
  Equities Emerging Markets Glo II IX 4.09B 16.06 -0.04 3.99
  Equities Emerging Markets GlobalIA1 572.94M -1.63 -10.92 3.46
  Equities Emerging Markets Global IX 572.94M -1.49 -10.15 4.54

Top Funds for Global Large-Cap Growth Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Equity Fund Global OpportunB 99.78M 13.68 2.51 9.48
  UBS CH Equity Fund Global OpportunP 99.78M 6.80 -1.13 6.78

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 9.46 408.46 -0.47%
  Amazon.com US0231351067 4.82 195.78 -1.09%
  Alphabet C US02079K1079 4.13 170.68 -1.14%
  Broadcom US11135F1012 3.74 168.55 -0.22%
  JPMorgan US46625H1005 2.74 219.78 -1.42%

Technical Summary

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