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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1096 | 1096 | 929 | 1345 | 1264 | - |
Fund Return | 9.55% | 9.55% | -7.13% | 10.39% | 4.79% | - |
Place in category | 51 | 51 | 453 | 73 | 383 | - |
% in Category | 5 | 5 | 52 | 13 | 81 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PPF LPActive Value CHF | 129.66M | 7.72 | 4.89 | 5.79 | ||
White Fleet OLZ Efficient World Eqb | 54.04M | 4.61 | 0.21 | 3.73 | ||
White FleetOLZ EfficientWrldEM Eq I | 44.16M | 5.26 | 0.19 | 1.38 | ||
LU0803003523 | 44.16M | 5.10 | -0.26 | 0.83 | ||
LU1023367391 | 23.2M | 9.38 | 9.68 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBAM Swiss Eq UD CHF | 1.79B | 7.37 | 3.89 | - | ||
UBAM Swiss Eq RC CHF | 1.79B | -32.78 | -1.67 | 6.35 | ||
AXA Framlington Swiss M Cap CHF | 326.47M | -12.84 | 10.47 | 1.45 | ||
LU0261951288 | 60.43M | -26.86 | -0.18 | 6.16 | ||
LU0054754816 | 174.76M | -26.85 | -0.17 | 6.15 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Holcim | CH0012214059 | 4.75 | 80.42 | +0.22% | |
Richemont | CH0210483332 | 4.48 | 143.80 | +0.31% | |
Nestle | CH0038863350 | 4.33 | 92.34 | -0.09% | |
Zurich Insurance Group | CH0011075394 | 4.28 | 472.40 | +0.51% | |
Sika | CH0418792922 | 4.04 | 284.80 | +0.39% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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