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Bcv Portfolio Pension Fund - Bcv Pension 25 Ap (0P0000STEF)

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140.841 +0.360    +0.26%
11/11 - Delayed Data. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 855.5M
Type:  Fund
Market:  Switzerland
Issuer:  Gérifonds S.A
ISIN:  CH0118631289 
Asset Class:  Equity
BCV PENSION 25 AP 140.841 +0.360 +0.26%

0P0000STEF Overview

 
Find basic information about the Bcv Portfolio Pension Fund - Bcv Pension 25 Ap 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 0P0000STEF MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change9.54%
Prev. Close140.477
Risk Rating
TTM YieldN/A
ROE24.09%
IssuerGérifonds S.A
Turnover14.64%
ROA9.23%
Inception DateMar 31, 2011
Total Assets855.5M
Expenses1.10%
Min. Investment1
Market Cap61.95B
CategoryCHF Cautious Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1065 1007 1109 983 1033 1209
Fund Return 6.5% 0.68% 10.87% -0.58% 0.65% 1.91%
Place in category 57 129 76 151 162 47
% in Category 11 27 15 35 43 25

Top Equity Funds by BCV Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Synchrony All Caps CH I 580.62M 11.36 -0.54 7.99
  Synchrony All Caps CH A 580.62M 10.92 -1.08 7.40
  BCV PENSION 40 AP 597.79M 8.70 -0.09 3.30
  Synchrony Small Mid Caps CH I 225.59M 0.18 -7.53 8.01

Top Funds for CHF Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Vitainvest 25 World U 1.69B 0.92 -2.55 1.10
  UBS Strategy Fund Yield CHF K 1 acc 1.63B 4.89 -2.34 0.94
  Raiffeisen Pension Invest Futura YA 1.45B 2.57 -3.53 0.73
  Raiffeisen Pension Invest Futura YI 1.45B 3.79 -2.80 0.56
  UBS CH Suisse 25 CHF Q dist 1.19B 1.07 -0.28 1.76

Top Holdings

Name ISIN Weight % Last Change %
BCV Swiss Franc Bonds Z CH0213422709 24.70 - -
SWC (CH) IBF TM AAA-BBB CHF NT CHF CH0215804664 11.53 - -
  Zurich Invest Institutional Funds - ZIF Immobilien CH0180614726 11.00 1,586.288 -0.26%
BCV Swiss Equity Z CH0213423053 9.53 - -
BCV International Bonds (CHF) C CH0021722274 8.23 - -

Technical Summary

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