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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1018 | 971 | 1000 | 1184 | 1665 |
Fund Return | 3.51% | 1.8% | -2.87% | 0.01% | 3.44% | 5.23% |
Place in category | 270 | 480 | 611 | 467 | 422 | 210 |
% in Category | 40 | 71 | 95 | 84 | 89 | 74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS Strategy Fund Yield CHF K 1 acc | 1.04B | 0.33 | -2.54 | 0.82 | ||
UBS Strategy Fund Growth CHF Q acc | 458.99M | 2.24 | 0.02 | 2.94 | ||
UBS Equity S European High Dividend | 169.38M | 2.52 | 2.79 | 2.79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0033782431 | 2.5B | 3.85 | 3.74 | 6.24 | ||
Raiffeisen Futura Swiss Stock A | 2.18B | 2.12 | 2.41 | 6.12 | ||
UBS CH Equity Fund Swiss Income CHQ | 1.78B | 2.59 | 4.20 | 6.41 | ||
UBS CH Equity Fund Swiss Income CHF | 1.78B | 2.43 | 3.56 | 5.81 | ||
UBAM Swiss Equity AD CHF Inc | 1.83B | 7.99 | -0.55 | 5.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Roche Holding Participation | CH0012032048 | 9.62 | 237.10 | +0.98% | |
Nestle | CH0038863350 | 9.58 | 96.62 | +1.26% | |
Novartis | CH0012005267 | 9.07 | 93.37 | +0.81% | |
Zurich Insurance Group | CH0011075394 | 7.64 | 471.00 | +0.41% | |
UBS Group | CH0244767585 | 4.92 | 27.54 | +0.44% |
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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