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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1136 | 1048 | 1046 | 1294 | 1524 | 3053 |
Fund Return | 13.59% | 4.78% | 4.59% | 8.97% | 8.79% | 11.81% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPPA2 | 3.8B | 0.94 | 1.26 | 3.17 | ||
Julius Baer Institutional BVG LPPb1 | 3.8B | 2.79 | 1.80 | 3.41 | ||
Julius Baer Institutional BVG LPPB2 | 3.8B | 2.82 | 1.99 | 3.59 | ||
Julius Baer Institutional BVG LPP F | 3.8B | 2.77 | 1.71 | 3.31 | ||
Aktien USA Passiv CHF E3 | 1.97B | 15.02 | 6.53 | 11.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9.08B | 15.34 | 7.49 | 12.79 | ||
UBS CH Institutional Fund 2 EquUSAX | 2.27B | 11.99 | 9.95 | 12.62 | ||
UBS CH Institutional Fund 2 EquUSAA | 2.27B | 15.28 | 7.27 | 12.55 | ||
Credit Suisse Institutional FundUSI | 2.02B | 10.38 | 10.60 | 12.69 | ||
Credit Suisse Institutional FundDA | 2.02B | 7.01 | 10.88 | 12.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.62 | 190.90 | -0.75% | |
Microsoft | US5949181045 | 6.45 | 430.52 | +0.35% | |
NVIDIA | US67066G1040 | 3.49 | 949.50 | -0.46% | |
Amazon.com | US0231351067 | 3.31 | 183.13 | -0.01% | |
Meta Platforms | US30303M1027 | 1.99 | 467.78 | +0.68% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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