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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1096 | 1096 | 929 | 1345 | 1264 | - |
Fund Return | 9.55% | 9.55% | -7.13% | 10.39% | 4.79% | - |
Place in category | 51 | 51 | 453 | 73 | 383 | - |
% in Category | 5 | 5 | 52 | 13 | 81 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PPF LPActive Value CHF | 126.51M | 7.68 | 7.17 | 5.83 | ||
White Fleet OLZ Efficient World Eqb | 54.82M | 4.61 | 0.21 | 3.73 | ||
White FleetOLZ EfficientWrldEM Eq I | 40.76M | 5.26 | 0.19 | 1.38 | ||
LU0803003523 | 40.76M | 5.10 | -0.26 | 0.83 | ||
LU1023367391 | 22.25M | 9.38 | 9.68 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBAM Swiss Eq UD CHF | 1.72B | 7.37 | 3.89 | - | ||
UBAM Swiss Eq RC CHF | 1.72B | -32.78 | -1.67 | 6.35 | ||
AXA Framlington Swiss M Cap CHF | 314M | -12.84 | 10.47 | 1.45 | ||
LU0054754816 | 167.3M | -26.85 | -0.17 | 6.15 | ||
LU0261951288 | 57.73M | -26.86 | -0.18 | 6.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Holcim | CH0012214059 | 4.75 | 79.10 | +1.72% | |
Richemont | CH0210483332 | 4.48 | 129.85 | +1.64% | |
Nestle | CH0038863350 | 4.33 | 92.70 | +0.67% | |
Zurich Insurance Group | CH0011075394 | 4.28 | 439.90 | -0.61% | |
Sika | CH0418792922 | 4.04 | 264.20 | +3.04% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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