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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.920 | 15.980 | 9.060 |
Stocks | 27.150 | 29.540 | 2.390 |
Bonds | 57.520 | 57.790 | 0.270 |
Other | 8.390 | 8.390 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.317 | 16.906 |
Price to Book | 2.298 | 2.581 |
Price to Sales | 1.757 | 1.860 |
Price to Cash Flow | 11.420 | 10.835 |
Dividend Yield | 2.818 | 2.766 |
5 Years Earnings Growth | 9.022 | 9.510 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 17.780 | 19.131 |
Financial Services | 15.040 | 15.885 |
Consumer Defensive | 11.890 | 11.011 |
Industrials | 11.610 | 10.553 |
Technology | 11.570 | 15.870 |
Real Estate | 10.200 | 4.098 |
Consumer Cyclical | 8.080 | 9.580 |
Basic Materials | 5.060 | 5.759 |
Communication Services | 4.290 | 5.261 |
Energy | 2.590 | 3.118 |
Utilities | 1.890 | 9.142 |
Number of long holdings: 31
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Migros Bank (CH) Fds Ins CorpBd CHF I | CH0023406785 | 18.79 | - | - | |
Mi-Fonds CH Swiss Franc Bond I | CH0023406736 | 16.57 | 109.390 | +0.26% | |
Migros Bank (CH) Fds SwissStock I | CH0023406611 | 8.99 | - | - | |
Migros Bank (CH) Fds SwissImmo I | CH0108312718 | 8.71 | - | - | |
Mi-Fonds CH Institutional - Government Bond CHF I | CH0023406819 | 8.23 | 101.540 | +0.58% | |
Migros Bank (CH) Fds SwissFrancBd M/T I | CH0023406777 | 6.26 | - | - | |
Migros Bank (CH) Fds EuropeStock I | CH0023406645 | 5.30 | - | - | |
Migros Bank (CH) Fds Ins NAStock I | CH0023406835 | 4.68 | - | - | |
Mi-Fonds CH Institutional - Pacific Stock | CH0023406850 | 2.51 | 111.360 | +0.95% | |
Migros Bank (CH) Fds I – EuroCurBd Sust | CH0023406793 | 2.27 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 8.93B | 18.88 | 8.88 | 12.69 | ||
UBS CH Vitainvest 50 World U | 4.4B | 2.45 | -0.62 | 2.66 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.21B | 17.83 | 7.25 | 9.85 | ||
UBS CH Institutional Fund 2 EquUSAX | 2.28B | 11.99 | 9.95 | 12.62 | ||
UBS CH Institutional Fund 2 EquUSAA | 2.28B | 18.79 | 8.66 | 12.45 |
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