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Institutional Bvg/lpp - Bvg/lpp 60 Plus A (0P0000A9J3)

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163.380 -0.220    -0.13%
29/04 - Closed. Currency in CHF ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 112.87M
Type:  Fund
Market:  Switzerland
Issuer:  GAM Investment Management (Switzerland) AG
ISIN:  CH0036750690 
Asset Class:  Equity
Julius Baer Institutional BVG/LPP - Julius Baer In 163.380 -0.220 -0.13%

0P0000A9J3 Overview

 
Find basic information about the Institutional Bvg/lpp - Bvg/lpp 60 Plus A 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 0P0000A9J3 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change10%
Prev. Close163.6
Risk Rating
TTM YieldN/A
ROE25.12%
IssuerGAM Investment Management (Switzerland) AG
Turnover81%
ROA9.66%
Inception DateJan 31, 2008
Total Assets112.87M
Expenses0.58%
Min. Investment500,000
Market Cap96.67B
CategoryCHF Aggressive Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1092 1092 1127 1099 1298 1660
Fund Return 9.21% 9.21% 12.66% 3.2% 5.36% 5.2%
Place in category 57 57 44 27 33 6
% in Category 17 17 14 14 22 10

Top Equity Funds by GAM Investment Management (Switzerland) AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  Julius Baer Institutional BVG LPP F 3.71B 2.77 1.71 3.31
  Julius Baer Institutional BVG LPPA2 3.71B 0.94 1.26 3.17
  Julius Baer Institutional BVG LPPb1 3.71B 2.79 1.80 3.41
  Julius Baer Institutional BVG LPPB2 3.71B 2.82 1.99 3.59
  Aktien USA Passiv CHF A1 1.89B 18.13 9.03 12.86

Top Funds for CHF Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Raiffeisen Index Fonds Pension Grow 1.27B 6.73 -0.72 3.33
  Raiffeisen Index Fonds Pension Gr 1.27B 3.67 -0.18 3.06
  CH0293174600 1.02B -0.53 2.30 -
  UBS Strategy Fund Growth CHF Q acc 444.95M 2.24 0.02 2.94
  UBS CH Suisse 65 CHF P dist 416.75M 5.06 0.26 3.73

Top Holdings

Name ISIN Weight % Last Change %
  Julius Baer Institutional Funds - Julius Baer Inst CH0125176831 5.38 91.650 +0.27%
GAM Inst - World Bond B2 CH1210486507 3.59 - -
  SPDR MSCI World UCITS IE00BFY0GT14 2.84 34.58 -0.99%
  Roche Holding Participation CH0012032048 2.75 220.60 -0.27%
  Nestle CH0038863350 2.49 92.20 +0.13%

Technical Summary

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