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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1137 | 1036 | 1155 | 1161 | 1512 | 2376 |
Fund Return | 13.74% | 3.63% | 15.49% | 5.09% | 8.62% | 9.04% |
Place in category | 182 | 161 | 61 | 1 | 20 | 5 |
% in Category | 29 | 23 | 12 | 1 | 6 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
zCapital Swiss Small Mid Cap Fund | 1.06B | 8.69 | -3.88 | 7.67 | ||
zCapital Swiss Small Mid Cap ZA CH | 1.06B | 1.21 | -0.28 | 8.24 | ||
zCapital Swiss Dividend Fund A | 684.16M | 13.54 | 4.84 | 8.76 | ||
Precious Capital Global Mining and | 115.93M | -6.57 | -12.77 | 4.87 | ||
Swiss Opportunity Fund | 70.23M | 1.18 | -1.95 | 5.79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0033782431 | 2.44B | 15.10 | 3.13 | 7.06 | ||
Raiffeisen Futura Swiss Stock A | 2.27B | 7.92 | -0.59 | 6.39 | ||
UBS CH Equity Fund Swiss Income CHF | 2.03B | 2.43 | 3.56 | 5.81 | ||
UBS CH Equity Fund Swiss Income CHQ | 2.03B | 2.59 | 4.20 | 6.41 | ||
Pictet CH Institutional Swiss EquiI | 1.82B | 13.08 | -0.28 | 7.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Roche Holding Participation | CH0012032048 | 9.76 | 272.20 | +0.59% | |
Nestle | CH0038863350 | 9.44 | 85.20 | +0.45% | |
Novartis | CH0012005267 | 9.14 | 97.93 | +0.03% | |
ABB | CH0012221716 | 5.88 | 49.37 | -1.69% | |
Zurich Insurance Group | CH0011075394 | 4.87 | 512.80 | -0.50% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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