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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1068 | 1048 | 1113 | 1351 | - |
Fund Return | 3.63% | 6.82% | 4.77% | 3.64% | 6.2% | - |
Place in category | 57 | 62 | 210 | 314 | 180 | - |
% in Category | 10 | 12 | 37 | 57 | 40 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DGC Stock Selection A CHF Acc | 539.37M | 6.38 | 10.77 | 8.51 | ||
Diversified Growth CompanyHorizonte | 143.51M | 0.74 | -2.60 | 0.46 | ||
DGC NS Balanced Class A CHF Acc | 92.29M | 1.49 | -0.96 | 1.37 | ||
DGC NS Balanced Class B CHF Acc | 92.29M | 1.53 | -0.71 | - | ||
DGC Franck Muller Luxury B CHF Acc | 70.12M | 7.30 | 2.36 | - |
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 | ||
AXA Framlington Swiss M Cap CHF | 301.68M | -12.84 | 10.47 | 1.45 | ||
LU0054754816 | 171.43M | -26.85 | -0.17 | 6.15 | ||
LU0261951288 | 59.78M | -26.86 | -0.18 | 6.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novartis | CH0012005267 | 8.39 | 96.00 | +1.91% | |
Roche Holding Participation | CH0012032048 | 7.62 | 279.80 | +0.54% | |
Nestle | CH0038863350 | 7.61 | 94.76 | +1.04% | |
Richemont | CH0210483332 | 5.36 | 134.80 | +1.20% | |
Holcim | CH0012214059 | 4.28 | 83.60 | +0.43% |
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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