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Ubs (ch) Institutional Fund 2 - Equities Global Passive I-x (0P000021M1)

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2,203.990 -16.090    -0.72%
16/04 - Closed. Currency in CHF ( Disclaimer )
Type:  Fund
Market:  Switzerland
Issuer:  UBS Fund Management (Switzerland) AG
ISIN:  CH0022985367 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.83B
UBS CH Institutional Fund 2 - Equities Global Pass 2,203.990 -16.090 -0.72%

Ubs (ch) Institutional Fund 2 - Equities Global Passive I-x Overview

 
Find basic information about the Ubs (ch) Institutional Fund 2 - Equities Global Passive I-x mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P000021M1 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: CH0022985367)
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Rating
1-Year Change22.45%
Prev. Close2,220.08
Risk Rating
TTM YieldN/A
ROE27.03%
IssuerUBS Fund Management (Switzerland) AG
TurnoverN/A
ROA10.37%
Inception DateDec 14, 2005
Total Assets1.83B
Expenses0.01%
Min. InvestmentN/A
Market Cap122.56B
CategoryGlobal Large - Cap Blend Equity
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Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1107 1124 1184 1266 1581 2526
Fund Return 10.68% 12.42% 18.4% 8.17% 9.59% 9.71%
Place in category 1460 1537 791 401 204 51
% in Category 20 21 13 8 7 3

Top Equity Funds by UBS Fund Management (Switzerland) AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Institutional Fund 2 EquiP2X 9.03B 18.17 9.14 13.09
  UBS CH Institutional Fund 2 EquiPAX 4.51B 16.91 7.54 10.23
  UBS CH Vitainvest 50 World U 4.33B 2.45 -0.62 2.66
  UBS CH Institutional Fund 2 EquUSAA 2.19B 18.12 8.92 12.85
  UBS CH Institutional Fund 2 EquUSAX 2.19B 11.99 9.95 12.62

Top Funds for Global Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  CH0429081620 8.82B 6.72 8.43 -
  Swisscanto CH IPF I Index Equity Fu 6.05B 10.60 8.37 9.76
  CH0337393745 6.33B 7.41 8.69 -
  UBS CH Institutional Fund 2 EquiPAX 4.51B 16.91 7.54 10.23
  Swisscanto CH IPF III Index EquAST 3.27B 10.63 7.97 9.33

Top Holdings

Name ISIN Weight % Last Change %
  UBS CH Institutional Fund 2 - Equities USA Passive CH0022986027 72.05 3,234.640 -0.34%
UBS (Lux) IF Eqs Eur exUK exSwt PsvIXacc LU2108958179 11.09 - -
UBS (CH) IF 2 Eqs Japan Pasv II I-X CHF CH0358367057 6.40 - -
UBS (CH) IF Equities UK Passive II I-X CH0566509102 4.02 - -
UBS (CH) IF 2 Equities Cnd Pasv II I-X CH0512686178 3.23 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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