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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 947 | 1051 | 843 | 1076 | 1381 |
Fund Return | 5.07% | -5.34% | 5.07% | -5.55% | 1.48% | 3.28% |
Place in category | 479 | 544 | 479 | 537 | 470 | 278 |
% in Category | 72 | 77 | 72 | 92 | 94 | 94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1201780084 | 25.8M | 12.97 | 4.55 | - | ||
Fidelity Germany Y Acc CHF Hdgd | 2.01M | 14.96 | 2.97 | - | ||
LU0054754816 | 171.76M | 5.03 | -5.55 | 3.27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBAM Swiss Eq RC CHF | 1.83B | 7.68 | -7.06 | 4.12 | ||
UBAM Swiss Eq UD CHF | 1.83B | 9.15 | -5.80 | - | ||
AXA Framlington Swiss M Cap CHF | 288.6M | 7.23 | -2.85 | -2.57 | ||
LU0054754816 | 171.76M | 5.03 | -5.55 | 3.27 | ||
Lombard Odier Swiss Eq CHF MA | 215.92M | 8.30 | -4.17 | 5.91 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Roche Holding Participation | CH0012032048 | 8.91 | 284.40 | -0.56% | |
Nestle | CH0038863350 | 7.29 | 77.00 | -0.62% | |
Novartis | CH0012005267 | 5.97 | 95.24 | -0.36% | |
Swiss Re | CH0126881561 | 5.49 | 138.90 | -0.36% | |
VZ Holding AG | CH0528751586 | 5.23 | 155.40 | -1.02% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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