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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1094 | 1094 | 923 | 1320 | 1222 | - |
Fund Return | 9.38% | 9.38% | -7.72% | 9.68% | 4.1% | - |
Place in category | 61 | 61 | 511 | 109 | 420 | - |
% in Category | 5 | 5 | 69 | 19 | 89 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PPF LPActive Value CHF | 129.05M | 7.68 | 7.17 | 5.83 | ||
White Fleet OLZ Efficient World Eqb | 54.81M | 4.61 | 0.21 | 3.73 | ||
White FleetOLZ EfficientWrldEM Eq I | 41.15M | 5.26 | 0.19 | 1.38 | ||
LU0803003523 | 41.15M | 5.10 | -0.26 | 0.83 | ||
LU1023367128 | 22.53M | 9.55 | 10.39 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBAM Swiss Eq UD CHF | 1.74B | 7.37 | 3.89 | - | ||
UBAM Swiss Eq RC CHF | 1.74B | -32.78 | -1.67 | 6.35 | ||
AXA Framlington Swiss M Cap CHF | 313.43M | -12.84 | 10.47 | 1.45 | ||
LU0054754816 | 164.92M | -26.85 | -0.17 | 6.15 | ||
LU0261951288 | 57.1M | -26.86 | -0.18 | 6.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Holcim | CH0012214059 | 4.75 | 77.62 | +0.57% | |
Richemont | CH0210483332 | 4.48 | 128.15 | +0.20% | |
Nestle | CH0038863350 | 4.33 | 91.82 | -0.41% | |
Zurich Insurance Group | CH0011075394 | 4.28 | 440.70 | -0.79% | |
Sika | CH0418792922 | 4.04 | 263.30 | 0.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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