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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1050 | 1050 | 939 | 1296 | 1411 | - |
Fund Return | 5.05% | 5.05% | -6.13% | 9.01% | 7.12% | - |
Place in category | 562 | 562 | 243 | 181 | 197 | - |
% in Category | 69 | 69 | 27 | 29 | 34 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swiss Rock Aktien Schweiz Index PlA | 137.82M | 5.09 | 8.54 | - | ||
Swiss Rock Aktien Schweiz Index PlB | 137.82M | 5.08 | 8.74 | - | ||
Swiss Rock CH Institutional Funds B | 43.08M | 10.61 | 5.86 | 7.53 | ||
Swiss Rock CH Institutional Funds A | 43.08M | 2.99 | 4.93 | 5.56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0033782431 | 2.45B | 2.70 | 5.86 | 6.32 | ||
Raiffeisen Futura Swiss Stock A | 2.12B | 6.69 | 7.55 | 7.75 | ||
UBAM Swiss Equity I CHF Acc | 1.78B | 7.38 | 3.93 | 7.19 | ||
UBAM Swiss Equity I CHF Inc | 1.78B | 7.38 | 3.93 | - | ||
UBAM Swiss Equity U CHF Cap | 1.78B | 7.36 | 3.89 | 7.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 18.45 | 95.85 | -0.16% | |
Novartis | CH0012005267 | 13.81 | 87.23 | +0.66% | |
Roche Holding | CH0012032113 | 12.22 | 240.80 | +0.33% | |
UBS Group | CH0244767585 | 4.45 | 27.86 | -1.38% | |
Zurich Insurance Group | CH0011075394 | 4.22 | 486.90 | +0.39% |
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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