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Institutional Bvg/lpp - Bvg/lpp 25 Plus B (0P0000A9J7)

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132.650 +0.240    +0.18%
01/11 - Closed. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 52.52M
Type:  Fund
Market:  Switzerland
Issuer:  GAM Investment Management (Switzerland) AG
ISIN:  CH0036747480 
Asset Class:  Equity
Julius Baer Institutional Funds - Julius Baer Inst 132.650 +0.240 +0.18%

0P0000A9J7 Overview

 
Find basic information about the Institutional Bvg/lpp - Bvg/lpp 25 Plus B mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000A9J7 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: CH0036747480)
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Rating
1-Year Change8.87%
Prev. Close132.41
Risk Rating
TTM YieldN/A
ROE24.38%
IssuerGAM Investment Management (Switzerland) AG
Turnover20%
ROA9.23%
Inception DateJan 31, 2008
Total Assets52.52M
Expenses0.46%
Min. InvestmentN/A
Market Cap86.01B
CategoryCHF Cautious Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1055 1017 1095 991 1113 1253
Fund Return 5.5% 1.7% 9.47% -0.29% 2.17% 2.28%
Place in category 210 320 116 143 31 32
% in Category 40 62 23 33 8 15

Top Equity Funds by GAM Investment Management (Switzerland) AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  Julius Baer Institutional BVG LPPb1 3.85B 6.52 0.92 3.34
  Julius Baer Institutional BVG LPPB2 3.85B 6.67 1.10 3.52
  Julius Baer Institutional BVG LPP F 3.85B 6.44 0.82 3.24
  Aktien USA Passiv CHF E3 2.03B 21.10 6.40 10.74
  Aktien USA Passiv CHF A1 2.03B 21.79 7.26 11.67

Top Funds for CHF Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Vitainvest 25 World U 1.69B 0.92 -2.55 1.10
  UBS Strategy Fund Yield CHF K 1 acc 1.62B 4.89 -2.34 0.94
  Raiffeisen Pension Invest Futura YI 1.46B 5.22 -2.25 0.76
  Raiffeisen Pension Invest Futura YA 1.46B 2.57 -3.53 0.73
  UBS CH Suisse 25 CHF Q dist 1.2B 1.07 -0.28 1.76

Top Holdings

Name ISIN Weight % Last Change %
  Julius Baer Institutional Funds - Julius Baer Inst CH0125176831 18.30 92.930 -0.31%
  Julius Baer Institutional Funds - Julius Baer Inst CH0021349698 9.78 83.160 +0.39%
GAM Inst - World Bond B2 CH1210486507 6.17 - -
  Julius Baer Institutional Funds - Julius Baer Inst CH0021349607 4.57 108.280 +0.17%
  iShares Edge MSCI World Min Vol IE00B8FHGS14 3.72 61.800 -0.80%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Strong Buy
Technical Indicators Strong Sell BUY Strong Buy
Summary Strong Sell Buy Strong Buy
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