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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1058 | 1145 | 1112 | 1308 | 1705 |
Fund Return | 3.57% | 5.84% | 14.52% | 3.6% | 5.51% | 5.48% |
Place in category | 173 | 73 | 112 | 49 | 37 | 6 |
% in Category | 53 | 19 | 33 | 21 | 20 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPPb1 | 3.98B | 7.67 | 0.30 | 3.34 | ||
Julius Baer Institutional BVG LPPB2 | 3.98B | 7.88 | 0.48 | 3.52 | ||
Julius Baer Institutional BVG LPP F | 3.98B | 7.56 | 0.20 | 3.25 | ||
Aktien USA Passiv CHF E3 | 2.23B | 3.18 | 9.85 | 12.43 | ||
Aktien USA Passiv CHF A1 | 2.23B | 3.24 | 10.74 | 13.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Raiffeisen Index Fonds Pension Grow | 1.43B | 3.38 | 0.27 | 3.56 | ||
Raiffeisen Index Fonds Pension Gr | 1.43B | 8.66 | -2.19 | 2.90 | ||
CH0293174600 | 1.14B | 10.68 | -0.26 | - | ||
CH0316793139 | 745.23M | 11.59 | 0.47 | - | ||
UBS Strategy Fund Growth CHF Q acc | 672.79M | 6.56 | -2.17 | 2.71 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR MSCI World UCITS | IE00BFY0GT14 | 6.75 | 41.36 | -0.17% | |
Julius Baer Institutional Funds - Julius Baer Inst | CH0125176831 | 4.09 | 91.620 | -0.34% | |
GAM Inst - Global Corporate Bond B2h | CH1210486465 | 3.81 | - | - | |
GAM Inst - World Bond B2 | CH1210486507 | 2.76 | - | - | |
Roche Holding Participation | CH0012032048 | 2.01 | 294.70 | -0.07% |
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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