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Ubs (ch) Institutional Fund - Small & Mid Cap Equities Switzerland I-x (0P00001PD4)

Switzerland

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592.320 +1.510 +0.26%

24/01 - Delayed Data. Currency in CHF

Morningstar Rating:
Total Assets: 850.59M

Type: Fund

Market: Switzerland

Issuer: UBS Fund Management (Switzerland) AG

ISIN: CH0015800003

Asset Class: Equity

General
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0P00001PD4 Holdings

Comprehensive information about top holdings and Key Holding Information for the UBS CH Institutional Fund - Small & Mid Cap Equiti (0P00001PD4) fund. Our UBS CH Institutional Fund - Small & Mid Cap Equiti portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.570	1.650	0.080
Stocks	98.430	98.430	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.785	20.529
Price to Book	2.973	3.134
Price to Sales	1.748	1.606
Price to Cash Flow	17.453	15.541
Dividend Yield	2.641	2.340
5 Years Earnings Growth	11.293	11.527

Sector Allocation

Name	Net %	Category Average
Industrials	29.020	33.242
Healthcare	25.040	19.556
Financial Services	18.950	14.181
Consumer Defensive	10.590	9.110
Technology	7.610	11.272
Consumer Cyclical	5.160	4.692
Basic Materials	2.060	5.023
Real Estate	1.580	5.287

Region Allocation

Equities

Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 49

Number of short holdings: 4

Name	ISIN	Weight %	Last	Change %
Lindt & Spruengli Part	CH0010570767	6.86	10,260.0	-1.16%
Sandoz	CH1243598427	6.64	42.48	-0.96%
Julius Baer	CH0102484968	5.72	62.38	-0.61%
Schindler Ps	CH0024638196	5.72	258.20	+0.16%
SGS	CH1256740924	5.61	88.88	+4.54%
Straumann Holding AG	CH1175448666	4.05	131.10	+0.23%
Baloise Holding	CH0012410517	4.04	167.90	+1.39%
Galderma	CH1335392721	3.36	108.00	-1.62%
SIG Group	CH0435377954	2.95	19.42	+0.26%
Accelleron Industries	CH1169360919	2.77	45.60	-1.77%

Top Equity Funds by UBS Fund Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
UBS CH Institutional Fund 2 EquiP2X	9.32B	34.69	8.33	12.04
UBS CH Institutional Fund 2 EquiPAX	4.66B	28.90	6.79	9.56
UBS CH Vitainvest 50 World U	4.45B	7.32	-1.50	2.35
UBS CH Institutional Fund 2 EquiSCX	3.17B	17.20	0.81	6.76
UBS CH Institutional Fund 2 EquiSCB	3.17B	17.13	0.75	6.70

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UBS CH Institutio.	592.320	+1.510	+0.26%