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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 872 | 967 | 966 | 1348 | 600 | 1155 |
Fund Return | -12.84% | -3.32% | -3.43% | 10.47% | -9.71% | 1.45% |
Place in category | 471 | 438 | 454 | 28 | 368 | 250 |
% in Category | 78 | 71 | 74 | 6 | 100 | 100 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBAM Swiss Eq UD CHF | 1.78B | 7.37 | 3.89 | - | ||
UBAM Swiss Eq RC CHF | 1.78B | -32.78 | -1.67 | 6.35 | ||
LU0054754816 | 172.85M | -26.85 | -0.17 | 6.15 | ||
LU0261951288 | 59.65M | -26.86 | -0.18 | 6.16 | ||
Lombard Odier Swiss Eq CHF MA | 191.93M | 1.14 | 1.58 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Roche Holding Participation | CH0012032048 | 9.43 | 225.10 | +1.26% | |
Nestle | CH0038863350 | 9.21 | 95.18 | +1.04% | |
Novartis | CH0012005267 | 7.30 | 92.32 | +1.97% | |
UBS Group | CH0244767585 | 5.41 | 26.95 | +2.35% | |
Zurich Insurance Group | CH0011075394 | 4.29 | 457.40 | +0.42% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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