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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1042 | 1198 | 1531 | 1868 | 2860 |
Fund Return | 4.25% | 4.25% | 19.83% | 15.26% | 13.31% | 11.08% |
Place in category | 27 | 27 | 22 | 9 | 14 | 2 |
% in Category | 100 | 100 | 80 | 32 | 53 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Carrera J-REIT Fund | 7.72B | 1.53 | -0.77 | 4.69 | ||
Carrera 3 Wallets US Bank Eq Div 1M | 5.01B | -14.40 | 6.15 | - | ||
Carrera 3 Wallets Europe REIT Fund | 3.85B | 4.11 | 3.87 | - | ||
Carrera 3 Wallets EU Bank Eq Div 1M | 3.4B | 13.68 | 23.05 | - | ||
Carrera 3 Wallets Eur RE Eq Div 1M | 2.96B | 4.44 | 4.61 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SMDS SMBC Fund Wrap Europe Equity | 54.09B | 11.05 | 12.60 | 6.66 | ||
Fidelity Europe Equity Fund | 34.62B | 11.01 | 13.03 | 10.89 | ||
SJNK Switzerland Global Leader Fund | 17.08B | 6.48 | 11.51 | 8.26 | ||
Fidelity Europe Mid Small Cap Equit | 9.55B | 5.37 | 6.20 | 7.71 | ||
SMDS Nikko Edmond de Rothschild Lux | 7.34B | 14.43 | 11.19 | 6.26 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 14.39 | 93.00 | +0.32% | |
Novartis | CH0012005267 | 14.32 | 89.45 | -0.06% | |
ABB | CH0012221716 | 13.37 | 45.08 | +0.31% | |
Geberit | CH0030170408 | 12.20 | 497.90 | +0.48% | |
Straumann Holding AG | CH1175448666 | 9.16 | 139.20 | +0.80% |
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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