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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1034 | 1064 | 1006 | 1152 | 1372 |
Fund Return | 4.41% | 3.41% | 6.44% | 0.2% | 2.86% | 3.21% |
Place in category | 154 | 208 | 150 | 81 | 42 | 30 |
% in Category | 28 | 36 | 28 | 18 | 11 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPPA2 | 3.76B | 0.94 | 1.26 | 3.17 | ||
Julius Baer Institutional BVG LPPb1 | 3.76B | 2.79 | 1.80 | 3.41 | ||
Julius Baer Institutional BVG LPPB2 | 3.76B | 2.82 | 1.99 | 3.59 | ||
Julius Baer Institutional BVG LPP F | 3.76B | 2.77 | 1.71 | 3.31 | ||
Aktien USA Passiv CHF E3 | 1.96B | 15.02 | 6.53 | 11.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Vitainvest 50 World U | 4.38B | 2.45 | -0.62 | 2.66 | ||
Raiffeisen Pension Invest Futura BI | 4.27B | 2.31 | -2.63 | 2.16 | ||
Raiffeisen Pension Invest Futura Ba | 4.27B | 2.04 | -1.65 | 2.22 | ||
Julius Baer Institutional BVG LPPA2 | 3.76B | 0.94 | 1.26 | 3.17 | ||
Julius Baer Institutional BVG LPPb1 | 3.76B | 2.79 | 1.80 | 3.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
GAM Inst - World Bond B2 | CH1210486507 | 12.50 | - | - | |
Julius Baer Institutional Funds - Julius Baer Inst | CH0125176831 | 5.69 | 91.480 | +0.27% | |
Julius Baer Institutional Funds - Julius Baer Inst | CH0021349698 | 4.28 | 83.240 | -0.63% | |
GAM Institutional - CHF Foreign Bd B2 | CH0021349615 | 2.41 | - | - | |
Roche Holding Participation | CH0012032048 | 2.05 | 231.00 | +1.18% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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