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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1059 | 952 | 1059 | 843 | 1118 | 2067 |
Fund Return | 5.89% | -4.76% | 5.89% | -5.54% | 2.26% | 7.53% |
Place in category | 37 | 53 | 37 | 50 | 72 | 22 |
% in Category | 17 | 25 | 17 | 32 | 41 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9.27B | 3.25 | 10.84 | 13.59 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.72B | 3.66 | 9.24 | 11.01 | ||
UBS CH Vitainvest 50 World U | 4.44B | 7.32 | -1.50 | 2.35 | ||
UBS CH Institutional Fund 2 EquiSCX | 3.16B | 3.63 | 3.95 | 8.17 | ||
UBS CH Institutional Fund 2 EquiSCB | 3.16B | 3.63 | 3.89 | 8.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0110869143 | 1.98B | 6.68 | -0.97 | 8.03 | ||
UBS CH Equity Fund Mid Caps Switzer | 1.5B | 6.07 | -1.50 | 8.64 | ||
SaraSelect C CHF | 1.37B | 6.15 | -6.70 | 10.50 | ||
SaraSelect P CHF | 1.37B | 6.11 | -7.17 | 9.95 | ||
SaraSelect M CHF | 1.37B | 6.25 | -5.67 | 11.66 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lindt & Spruengli Part | CH0010570767 | 6.86 | 11,100.0 | +2.78% | |
Sandoz | CH1243598427 | 6.64 | 41.76 | -0.50% | |
Julius Baer | CH0102484968 | 5.72 | 58.90 | +0.24% | |
Schindler Ps | CH0024638196 | 5.72 | 275.80 | -0.22% | |
SGS | CH1256740924 | 5.61 | 96.16 | -0.23% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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