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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1031 | 1064 | 979 | 1078 | 1383 |
Fund Return | 4% | 3.15% | 6.35% | -0.7% | 1.52% | 3.3% |
Place in category | 239 | 268 | 170 | 198 | 185 | 24 |
% in Category | 45 | 48 | 33 | 44 | 45 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BCV PENSION 25 AP | 745.37M | 3.61 | -1.10 | 2.05 | ||
Synchrony All Caps CH I | 587.48M | 6.45 | 2.55 | 7.60 | ||
Synchrony All Caps CH A | 587.48M | 6.31 | 1.99 | 7.01 | ||
Synchrony Small Mid Caps CH I | 258.79M | 5.82 | 1.31 | 8.22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Vitainvest 50 World U | 4.32B | 2.45 | -0.62 | 2.66 | ||
Raiffeisen Pension Invest Futura BI | 4.21B | 2.31 | -2.63 | 2.16 | ||
Raiffeisen Pension Invest Futura Ba | 4.21B | 2.04 | -1.65 | 2.22 | ||
Julius Baer Institutional BVG LPPb1 | 3.67B | 2.79 | 1.80 | 3.41 | ||
Julius Baer Institutional BVG LPPB2 | 3.67B | 2.82 | 1.99 | 3.59 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BCV Swiss Franc Bonds Z | CH0213422709 | 26.40 | - | - | |
BCV Swiss Equity Z | CH0213423053 | 15.54 | - | - | |
Zurich Invest Institutional Funds - ZIF Immobilien | CH0180614726 | 12.71 | 1,505.900 | +0.01% | |
SWC (CH) IBF TM AAA-BBB CHF NT CHF | CH0215804664 | 6.61 | - | - | |
SWC (CH) IEF USA NT CHF | CH0383277842 | 6.08 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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