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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.920 | 38.970 | 38.050 |
Stocks | 95.040 | 95.040 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 4.020 | 4.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.021 | 17.692 |
Price to Book | 2.256 | 2.835 |
Price to Sales | 1.449 | 2.016 |
Price to Cash Flow | 9.884 | 11.625 |
Dividend Yield | 2.680 | 2.115 |
5 Years Earnings Growth | 9.997 | 10.947 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 15.980 | 14.349 |
Technology | 15.690 | 21.951 |
Financial Services | 15.620 | 15.485 |
Industrials | 13.350 | 12.117 |
Consumer Cyclical | 10.290 | 10.648 |
Consumer Defensive | 10.010 | 8.449 |
Basic Materials | 5.200 | 4.376 |
Communication Services | 5.110 | 7.297 |
Energy | 3.480 | 4.038 |
Real Estate | 3.330 | 2.805 |
Utilities | 1.940 | 2.587 |
Number of long holdings: 32
Number of short holdings: 12
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SWC (CH) IPF I IEF USA ST USD | CH0414225430 | 16.75 | - | - | |
SWC (CH) IEF SMC Switzerland NT CHF | CH0132501898 | 13.13 | - | - | |
SWC (CH) IEF LgCp Switzerland NT CHF | CH0215804714 | 12.05 | - | - | |
SWC (CH) IEF EmergingMarkets Resp NT CHF | CH0561458693 | 10.13 | - | - | |
SWC (CH) IPF I IEF SmCp Wld ex CH ST CHF | CH0527915919 | 10.12 | - | - | |
SWC (CH) IPF III IEF MSCI®WldexCH NA CHF | CH1253521194 | 7.55 | - | - | |
SWC (CH) IPF I IEF USA Resp ST USD | CH1223982641 | 6.72 | - | - | |
SWC (CH) IPF III IEF MSCI®WldexCH ST CHF | CH0527916826 | 5.02 | - | - | |
SWC (CH) IEF Switzerland Ttl Resp NT CHF | CH0451461963 | 5.01 | - | - | |
SWC (CH) IEF Europe ex CH NT CHF | CH0117044658 | 3.62 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swisscanto CH IPF I Index Equity Fu | 6.6B | 10.60 | 8.37 | 9.76 | ||
Swisscanto CH IPF III Index EquAST | 3.81B | 10.63 | 7.97 | 9.33 | ||
Swisscanto CH IPF I Index Equity CH | 2.32B | 14.70 | 6.38 | 9.88 | ||
CH0315621927 | 1.86B | 9.13 | -6.73 | - | ||
CH0011792451 | 859.29M | -19.58 | 1.16 | 7.27 |
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