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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1050 | 1050 | 1035 | 1083 | 1346 | 1879 |
Fund Return | 5.01% | 5.01% | 3.54% | 2.68% | 6.13% | 6.51% |
Place in category | 585 | 585 | 570 | 325 | 279 | 83 |
% in Category | 85 | 85 | 89 | 59 | 62 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
VF CH Valiant Swiss Equities SPI I | 542.9M | 4.84 | 1.97 | 5.80 | ||
LO Institutional Strategies CH Swi | 337.24M | 5.61 | 1.11 | 5.82 | ||
LO Institutional Strategies CH Swis | 337.24M | 2.23 | 1.10 | 5.50 | ||
Avadis VermOgensbildung SICAV Strat | 251.35M | 5.22 | 0.35 | 4.14 | ||
Avadis VermOgensbildung SICAV Stra | 189.28M | 3.43 | -0.92 | 2.70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0033782431 | 2.36B | 6.76 | 5.03 | 6.69 | ||
Raiffeisen Futura Swiss Stock A | 2.09B | 2.12 | 2.41 | 6.12 | ||
UBS CH Equity Fund Swiss Income CHF | 2.03B | 2.43 | 3.56 | 5.81 | ||
UBS CH Equity Fund Swiss Income CHQ | 2.03B | 2.59 | 4.20 | 6.41 | ||
UBAM Swiss Equity AD CHF Inc | 1.74B | 7.99 | -0.55 | 5.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 15.27 | 92.20 | +0.13% | |
Novartis | CH0012005267 | 13.07 | 89.05 | +0.20% | |
Roche Holding Participation | CH0012032048 | 9.87 | 220.60 | -0.27% | |
ABB | CH0012221716 | 5.06 | 44.89 | -0.93% | |
UBS Group | CH0244767585 | 4.26 | 24.27 | -0.78% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | BUY | BUY | Neutral |
Summary | Neutral | Neutral | Neutral |
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