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Institutional Bvg/lpp Flexible Fund B1 (0P00001QJ3)

Switzerland

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164.970 +0.520 +0.32%

06/02 - Closed. Currency in CHF

Morningstar Rating:
Total Assets: 3.96B

Type: Fund

Market: Switzerland

ISIN: CH0020274947

Asset Class: Equity

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0P00001QJ3 Overview

Find basic information about the Institutional Bvg/lpp Flexible Fund B1 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 0P00001QJ3 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change8.35%

Prev. Close164.45

Risk Rating

TTM YieldN/A

ROE25.53%

IssuerN/A

Turnover42%

ROA9.95%

Inception DateDec 21, 2004

Total Assets3.96B

Expenses0.58%

Min. InvestmentN/A

Market Cap90.7B

CategoryCHF Moderate Allocation

What is your sentiment on Julius Baer Institutional BVG/LPP Flexible B1?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1077	1011	1077	1009	1183	1389
Fund Return	7.67%	1.08%	7.67%	0.3%	3.41%	3.34%
Place in category	290	104	290	68	26	19
% in Category	52	19	52	14	7	9

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
Julius Baer Institutional BVG LPPB2	3.96B	7.88	0.48	3.52
Julius Baer Institutional BVG LPP F	3.96B	7.56	0.20	3.25
Aktien USA Passiv CHF E3	2.24B	33.43	7.35	10.89
Aktien USA Passiv CHF A1	2.24B	34.45	8.22	11.83
Aktien USA Passiv CHF D3	2.24B	33.83	7.67	11.19

Top Funds for CHF Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
UBS CH Vitainvest 50 World U	4.45B	7.32	-1.50	2.35
Raiffeisen Pension Invest Futura BI	4.36B	6.47	-2.59	1.75
Raiffeisen Pension Invest Futura Ba	4.36B	6.47	-2.59	1.75
Julius Baer Institutional BVG LPPB2	3.96B	7.88	0.48	3.52
Julius Baer Institutional BVG LPP F	3.96B	7.56	0.20	3.25

Top Holdings

Name	ISIN	Weight %	Last	Change %
Assetimmo W	CH0010493457	2.94	-	-
Assetimmo G	CH0010493499	1.45	-	-
Roche Holding Participation	CH0012032048	1.33	289.00	+0.45%
Crown Global Opportunities Vi Plc A	-	1.21	-	-
UBS CH Property Swiss Mixed Sima	CH0014420878	1.19	151.20	-0.53%

Technical Summary

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Julius Baer Insti.	164.970	+0.520	+0.32%