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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1064 | 1064 | 1086 | 1038 | 1190 | 1410 |
Fund Return | 6.45% | 6.45% | 8.59% | 1.24% | 3.54% | 3.5% |
Place in category | 93 | 93 | 127 | 64 | 44 | 25 |
% in Category | 16 | 16 | 23 | 14 | 10 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.7B | 2.77 | 1.71 | 3.31 | ||
Julius Baer Institutional BVG LPPA2 | 3.7B | 0.94 | 1.26 | 3.17 | ||
Julius Baer Institutional BVG LPPb1 | 3.7B | 2.79 | 1.80 | 3.41 | ||
Julius Baer Institutional BVG LPPB2 | 3.7B | 2.82 | 1.99 | 3.59 | ||
Aktien USA Passiv CHF A1 | 1.87B | 18.13 | 9.03 | 12.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Vitainvest 50 World U | 4.3B | 2.45 | -0.62 | 2.66 | ||
Raiffeisen Pension Invest Futura BI | 4.19B | 4.37 | -1.89 | 2.41 | ||
Raiffeisen Pension Invest Futura Ba | 4.19B | 2.04 | -1.65 | 2.22 | ||
Julius Baer Institutional BVG LPPA2 | 3.7B | 0.94 | 1.26 | 3.17 | ||
Julius Baer Institutional BVG LPPb1 | 3.7B | 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 | 91.170 | -0.23% | |
Julius Baer Institutional Funds - Julius Baer Inst | CH0021349698 | 4.28 | 82.760 | -0.20% | |
GAM Institutional - CHF Foreign Bd B2 | CH0021349615 | 2.41 | - | - | |
Roche Holding Participation | CH0012032048 | 2.05 | 221.50 | +0.23% |
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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