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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1063 | 1038 | 1061 | 1380 | 1970 |
Fund Return | 6.31% | 6.31% | 3.84% | 1.99% | 6.65% | 7.01% |
Place in category | 245 | 245 | 545 | 407 | 151 | 44 |
% in Category | 36 | 36 | 86 | 73 | 34 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BCV PENSION 25 AP | 742.12M | 2.63 | -1.47 | 1.89 | ||
Synchrony All Caps CH I | 593.78M | 6.45 | 2.55 | 7.60 | ||
BCV PENSION 40 AP | 515.3M | 4.00 | -0.70 | 3.30 | ||
Synchrony Small Mid Caps CH I | 255.38M | 2.04 | -0.34 | 7.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0033782431 | 2.41B | 6.76 | 5.03 | 6.69 | ||
Raiffeisen Futura Swiss Stock A | 2.07B | 2.12 | 2.41 | 6.12 | ||
UBS CH Equity Fund Swiss Income CHF | 1.89B | 2.43 | 3.56 | 5.81 | ||
UBS CH Equity Fund Swiss Income CHQ | 1.89B | 2.59 | 4.20 | 6.41 | ||
UBAM Swiss Equity AD CHF Inc | 1.78B | 7.99 | -0.55 | 5.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 17.97 | 94.20 | +2.21% | |
Roche Holding Participation | CH0012032048 | 11.46 | 222.30 | +0.45% | |
Novartis | CH0012005267 | 10.28 | 90.54 | +0.85% | |
Zurich Insurance Group | CH0011075394 | 6.98 | 455.50 | +0.86% | |
Givaudan | CH0010645932 | 5.60 | 4,080.00 | +0.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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