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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1013 | 1033 | 1013 | 1117 | 1325 | 1839 |
Fund Return | 1.3% | 3.31% | 1.32% | 3.77% | 5.8% | 6.28% |
Place in category | 590 | 590 | 570 | 299 | 273 | 64 |
% in Category | 86 | 88 | 87 | 54 | 61 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swiss Rock Aktien Schweiz Index PlB | 134.28M | 1.25 | 3.51 | 6.01 | ||
Swiss Rock Aktien Schweiz Index PlA | 134.28M | 1.22 | 3.32 | 5.78 | ||
Swiss Rock CH Institutional Funds B | 41.97M | 16.37 | 5.22 | 7.99 | ||
Swiss Rock CH Institutional Funds A | 41.97M | 10.57 | 5.44 | 7.17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0033782431 | 2.35B | 6.76 | 5.03 | 6.69 | ||
Raiffeisen Futura Swiss Stock A | 2.07B | 2.12 | 2.41 | 6.12 | ||
UBS CH Equity Fund Swiss Income CHF | 2.01B | 2.43 | 3.56 | 5.81 | ||
UBS CH Equity Fund Swiss Income CHQ | 2.01B | 2.59 | 4.20 | 6.41 | ||
UBAM Swiss Equity AD CHF Inc | 1.72B | 7.99 | -0.55 | 5.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 18.45 | 92.70 | +0.67% | |
Novartis | CH0012005267 | 13.81 | 89.50 | -0.56% | |
Roche Holding | CH0012032113 | 12.22 | 240.00 | +1.35% | |
UBS Group | CH0244767585 | 4.45 | 25.06 | +0.40% | |
Zurich Insurance Group | CH0011075394 | 4.22 | 439.90 | -0.61% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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