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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 1017 | 979 | 1046 | 1268 | 1813 |
Fund Return | 2.54% | 1.66% | -2.13% | 1.52% | 4.86% | 6.13% |
Place in category | 540 | 539 | 571 | 319 | 247 | 83 |
% in Category | 79 | 81 | 91 | 57 | 54 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
VF CH Valiant Swiss Equities SPI I | 574.93M | 2.30 | 0.81 | 5.41 | ||
LO Institutional Strategies CH Swi | 340.16M | 3.37 | 0.06 | 5.49 | ||
LO Institutional Strategies CH Swis | 340.16M | 2.23 | 1.10 | 5.50 | ||
Avadis VermOgensbildung SICAV Strat | 243.39M | 3.20 | -0.77 | 3.87 | ||
Avadis VermOgensbildung SICAV Stra | 184.33M | 1.74 | -1.78 | 2.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0033782431 | 2.43B | 3.85 | 3.74 | 6.24 | ||
Raiffeisen Futura Swiss Stock A | 2.2B | 2.12 | 2.41 | 6.12 | ||
UBS CH Equity Fund Swiss Income CHF | 1.81B | 2.43 | 3.56 | 5.81 | ||
UBS CH Equity Fund Swiss Income CHQ | 1.81B | 2.59 | 4.20 | 6.41 | ||
UBAM Swiss Equity AD CHF Inc | 1.79B | 7.99 | -0.55 | 5.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 15.53 | 91.70 | +0.07% | |
Novartis | CH0012005267 | 12.13 | 90.95 | -0.18% | |
Roche Holding Participation | CH0012032048 | 9.50 | 229.40 | +0.26% | |
ABB | CH0012221716 | 5.04 | 49.72 | +0.24% | |
UBS Group | CH0244767585 | 4.97 | 28.03 | -0.99% |
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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