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Ubam - Swiss Equity Ihc Eur (0P0000UJ21)

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223.900 -1.850    -0.82%
30/10 - Closed. Currency in EUR
Type:  Fund
Market:  Luxembourg
Issuer:  UBP Asset Management (Europe) S.A.
ISIN:  LU0192065646 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.77B
UBAM Swiss Equity IHC EUR 223.900 -1.850 -0.82%

Ubam - Swiss Equity Ihc Eur Overview

 
Find basic information about the Ubam - Swiss Equity Ihc Eur 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 0P0000UJ21 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: LU0192065646)
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Rating
1-Year Change26.48%
Prev. Close225.75
Risk Rating
TTM Yield0%
ROE24.13%
IssuerUBP Asset Management (Europe) S.A.
Turnover - 21.32%
ROA8.09%
Inception DateSep 07, 2011
Total Assets1.77B
Expenses1%
Min. InvestmentN/A
Market Cap32.03B
CategorySector Equity Other
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1157 1039 1198 959 1300 1883
Fund Return 15.67% 3.88% 19.77% -1.38% 5.39% 6.53%
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by UBP Asset Management (Europe) S.A.

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBAM Swiss Eq AHC EUR 1.77B 15.33 -1.76 6.12
  UBAM Swiss Eq UHC EUR 1.77B 15.63 -1.42 -
  LU0862309761 1.84B 7.41 5.16 -
  UBAM 30 Global Leaders Equity AC EU 1.84B 6.81 4.37 11.15
  UBAM 30 Global Leaders Equity AD EU 1.84B 6.81 4.37 11.15

Top Funds for Sector Equity Other Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  LU1482751903 482.43M 16.44 10.33 -
  LU1841614867 391.09M 15.78 9.36 -
  Morgan Stanley Global Brands AH 21.28B 9.96 2.34 7.45
  LU0346800435 21.28B 10.56 3.12 -
  LU0552899998 21.28B 9.98 2.33 7.45

Top Holdings

Name ISIN Weight % Last Change %
  ABB CH0012221716 7.76 47.90 -1.38%
  Novartis CH0012005267 7.72 93.80 -1.63%
  Nestle CH0038863350 7.04 81.58 -1.02%
  UBS Group CH0244767585 6.17 26.54 -2.35%
  Roche Holding Participation CH0012032048 6.16 267.90 -2.05%

Technical Summary

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