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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1070 | 1053 | 1105 | 1067 | 1258 | 1639 |
Fund Return | 7.05% | 5.32% | 10.45% | 2.19% | 4.7% | 5.06% |
Place in category | 78 | 102 | 26 | 29 | 22 | 5 |
% in Category | 25 | 32 | 9 | 15 | 15 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.75B | 2.77 | 1.71 | 3.31 | ||
Julius Baer Institutional BVG LPPA2 | 3.75B | 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 | ||
Aktien USA Passiv CHF A1 | 1.96B | 15.30 | 7.39 | 12.56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Raiffeisen Index Fonds Pension Grow | 1.3B | 4.31 | -1.57 | 3.06 | ||
Raiffeisen Index Fonds Pension Gr | 1.3B | 3.67 | -0.18 | 3.06 | ||
CH0293174600 | 1.05B | -0.53 | 2.30 | - | ||
UBS Strategy Fund Growth CHF Q acc | 683.31M | 2.24 | 0.02 | 2.94 | ||
PostFinance Fonds 5 | 432.61M | 3.25 | 1.44 | 3.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Julius Baer Institutional Funds - Julius Baer Inst | CH0125176831 | 5.38 | 91.480 | +0.27% | |
GAM Inst - World Bond B2 | CH1210486507 | 3.59 | - | - | |
SPDR MSCI World UCITS | IE00BFY0GT14 | 2.84 | 35.92 | -0.53% | |
Roche Holding Participation | CH0012032048 | 2.75 | 231.00 | +1.18% | |
Nestle | CH0038863350 | 2.49 | 95.56 | +1.51% |
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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