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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.290 | 1.950 | 0.660 |
Stocks | 98.710 | 98.710 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.785 | 17.996 |
Price to Book | 3.340 | 3.208 |
Price to Sales | 2.381 | 2.008 |
Price to Cash Flow | 15.776 | 13.593 |
Dividend Yield | 2.466 | 2.898 |
5 Years Earnings Growth | 8.918 | 7.647 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 27.580 | 29.778 |
Industrials | 20.890 | 16.086 |
Financial Services | 16.200 | 20.046 |
Consumer Defensive | 12.210 | 14.409 |
Basic Materials | 7.440 | 8.256 |
Consumer Cyclical | 6.480 | 5.532 |
Technology | 4.260 | 4.028 |
Communication Services | 2.530 | 2.681 |
Real Estate | 2.420 | 1.853 |
Number of long holdings: 38
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 7.17 | 94.66 | +0.94% | |
Roche Holding Participation | CH0012032048 | 5.83 | 279.50 | +0.43% | |
Julius Baer | CH0102484968 | 4.68 | 51.98 | +1.76% | |
Novartis | CH0012005267 | 4.36 | 95.84 | +1.74% | |
Lonza Group | CH0013841017 | 3.90 | 513.20 | +1.14% | |
VAT Group | CH0311864901 | 3.90 | 442.80 | +0.05% | |
Schindler Ps | CH0024638196 | 3.50 | 230.40 | +2.31% | |
Richemont | CH0210483332 | 3.37 | 134.05 | +0.64% | |
UBS Group | CH0244767585 | 3.35 | 27.29 | +0.78% | |
Georg Fischer | CH1169151003 | 3.26 | 66.15 | +3.28% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global SmartBeta Equity ZI Capitale | 1.93B | 12.58 | 9.95 | 11.97 | ||
LU1774149998 | 1.93B | 12.37 | 9.57 | 11.57 | ||
LU0389655811 | 1.58B | 7.60 | 5.86 | 5.99 | ||
LU1536921650 | 1.1B | 16.00 | 3.44 | - | ||
Global Optimal Income A Capitalisat | 663.45M | 9.20 | -0.97 | 3.71 |
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