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Institutional Bvg/lpp Flexible Fund B2 (0P00001QJ4)

Switzerland

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147.860 +0.030 +0.02%

09/04 - Delayed Data. Currency in CHF

Morningstar Rating:
Total Assets: 3.68B

Type: Fund

Market: Switzerland

ISIN: CH0020275001

Asset Class: Equity

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0P00001QJ4 Overview

Find basic information about the Institutional Bvg/lpp Flexible Fund B2 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 0P00001QJ4 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 1.94%

Prev. Close147.83

Risk Rating

TTM YieldN/A

ROE25.53%

IssuerN/A

Turnover42%

ROA9.95%

Inception DateDec 21, 2004

Total Assets3.68B

Expenses0.39%

Min. InvestmentN/A

Market Cap90.7B

CategoryCHF Moderate Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1079	1011	1079	1015	1193	1414
Fund Return	7.88%	1.13%	7.88%	0.48%	3.6%	3.52%
Place in category	283	97	283	59	23	13
% in Category	51	18	51	12	6	7

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
Julius Baer Institutional BVG LPP F	3.68B	1.88	1.66	3.76
Julius Baer Institutional BVG LPPb1	3.68B	7.67	0.30	3.34
Aktien USA Passiv CHF A1	1.87B	-6.82	7.29	11.16
Aktien USA Passiv CHF D3	1.87B	-6.92	6.75	10.52
Aktien USA Passiv CHF E3	1.87B	-6.98	6.43	10.22

Top Funds for CHF Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
UBS CH Vitainvest 50 World U	4.02B	7.32	-1.50	2.35
Raiffeisen Pension Invest Futura Ba	3.97B	6.47	-2.59	1.75
Raiffeisen Pension Invest Futura BI	3.97B	0.67	-0.03	1.59
Julius Baer Institutional BVG LPP F	3.68B	1.88	1.66	3.76
Julius Baer Institutional BVG LPPb1	3.68B	7.67	0.30	3.34

Top Holdings

Name	ISIN	Weight %	Last	Change %
Assetimmo W	CH0010493457	2.94	-	-
Assetimmo G	CH0010493499	1.45	-	-
Roche Holding Participation	CH0012032048	1.33	243.50	+0.21%
Crown Global Opportunities Vi Plc A	-	1.21	-	-
UBS CH Property Swiss Mixed Sima	CH0014420878	1.19	145.40	0.00%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Strong Sell	Sell
Technical Indicators	Strong Sell	Strong Sell	Sell
Summary	Strong Sell	Strong Sell	Sell

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Julius Baer Insti.	147.860	+0.030	+0.02%
	ENDLOS INDEXZERTI.	183.780	-0.180	-0.10%