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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 1061 | 1074 | 1206 | 1511 | 2206 |
Fund Return | 1.16% | 6.06% | 7.37% | 6.45% | 8.6% | 8.23% |
Place in category | 49 | 92 | 464 | 496 | 392 | 179 |
% in Category | 9 | 15 | 74 | 89 | 83 | 65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kapital Plus P EUR | 6.46M | -4.78 | 6.19 | 5.64 | ||
Kapital Plus P2 EUR | 5.45M | 4.66 | 2.63 | 3.53 | ||
Kapital Plus I EUR | 89.36M | 4.63 | 2.48 | 3.38 | ||
DE000A2DU1Y2 | 22.34M | - | - | - | ||
Kapital Plus A EUR | 3.14B | 0.40 | -0.25 | 2.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Deka-Schweiz | 323.15M | -21.90 | 7.83 | 10.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 9.72 | 92.70 | +0.67% | |
Novartis | CH0012005267 | 9.36 | 89.50 | -0.56% | |
Roche Holding Participation | CH0012032048 | 8.71 | 221.00 | +1.01% | |
UBS Group | CH0244767585 | 5.74 | 25.06 | +0.40% | |
Swiss Re | CH0126881561 | 4.57 | 99.50 | 0.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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