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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 1024 | 1043 | 1150 | 1535 | 2315 |
Fund Return | 2.39% | 2.39% | 4.29% | 4.77% | 8.95% | 8.76% |
Place in category | 113 | 113 | 634 | 520 | 300 | 128 |
% in Category | 17 | 17 | 97 | 91 | 66 | 46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1774149998 | 1.86B | 9.41 | 10.81 | 11.86 | ||
Global SmartBeta Equity ZI Capitale | 1.86B | 9.51 | 11.20 | 12.26 | ||
LU0389655811 | 1.55B | 7.12 | 8.07 | 6.30 | ||
LU1536921650 | 1.09B | 12.13 | 3.67 | - | ||
LU1684369710 | 795.62M | 3.97 | -4.47 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Framlington Switzerland A Distribue | 311.98M | 2.39 | 4.78 | 8.75 | ||
UBS Equity S Swiss Opportunity CHFe | 50.04M | -0.02 | 6.78 | 7.85 | ||
LU0546268359 | 50.04M | 1.63 | 5.02 | 7.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 8.41 | 91.72 | -0.11% | |
Roche Holding Participation | CH0012032048 | 6.18 | 217.30 | +1.49% | |
Novartis | CH0012005267 | 4.94 | 87.97 | -1.01% | |
Lonza Group | CH0013841017 | 4.13 | 519.60 | +1.09% | |
Julius Baer | CH0102484968 | 4.05 | 52.00 | +2.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Neutral | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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