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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 1087 | 1267 | 1252 | 1812 | 3183 |
Fund Return | 2.38% | 8.73% | 26.7% | 7.78% | 12.62% | 12.27% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBSLuxEqUSAGrowth USD CHF H P Acc | 3.01B | 1.96 | 6.57 | 11.18 | ||
LU1050652996 | 3.01B | 2.10 | 8.22 | 12.89 | ||
UBSLux Strat Balanced CHF P Acc | 1.82B | 3.74 | -3.44 | 0.96 | ||
UBSLux Strat Balanced CHF QDist | 1.82B | 4.44 | -2.79 | 1.59 | ||
UBSLux Strat Balanced CHF PDist | 1.82B | 3.74 | -3.44 | 0.96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco JapEqAdvantage A CHF H Acc | 66.08B | 1.96 | 11.03 | 7.29 | ||
Cap Group NewPerspective lux Bh CHF | 16.87B | 3.98 | 3.30 | - | ||
Cap Group NewPerspective lux Zh CHF | 16.87B | 4.03 | 4.08 | - | ||
CapGroup NewPerspective lux ZLh CHF | 16.87B | 15.32 | 0.16 | - | ||
LU1201780084 | 26.66M | 3.81 | 6.65 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 8.83 | 134.43 | -4.05% | |
Amazon.com | US0231351067 | 8.57 | 216.58 | -2.83% | |
Microsoft | US5949181045 | 7.47 | 408.21 | -1.90% | |
Tesla | US88160R1014 | 5.27 | 337.80 | -4.68% | |
Broadcom | US11135F1012 | 5.16 | 218.66 | -3.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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