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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1139 | 1020 | 1055 | 1294 | 1353 | 2841 |
Fund Return | 13.89% | 2.04% | 5.46% | 8.98% | 6.23% | 11.01% |
Place in category | 24 | 35 | 26 | 25 | 10 | 11 |
% in Category | 10 | 14 | 11 | 15 | 5 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0912194411 | 2.51B | 13.11 | 6.25 | - | ||
LU0912192555 | 2.51B | 12.87 | 5.73 | 6.56 | ||
MulticoopJuliusBaerEqSpeclValCHF Kh | 1.71B | 2.27 | 10.21 | - | ||
MulticoopJuliusBaerEqSpeclValCHF Ch | 1.71B | 2.29 | 10.25 | 5.61 | ||
MulticoopJuliusBaerEqSpeclValCHF Ah | 1.71B | 1.95 | 9.38 | 4.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Swiss SM CapOppD3 CHF | 3.09M | -16.29 | 14.17 | - | ||
Swiss Small MidCap Opportunities Fd | 160.74M | 6.70 | -0.76 | 9.95 | ||
Swiss Small MidCap Opportunities Fi | 146.04M | 6.76 | -0.50 | 10.23 | ||
LU0038279179 | 276.35M | 13.89 | 8.98 | 11.01 | ||
Schroder Swiss Sml Mid Cap Eq A Acc | 134.17M | -34.04 | -1.56 | 7.27 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Straumann Holding AG | CH1175448666 | 6.90 | 118.00 | -4.07% | |
Lindt & Spruengli Part | CH0010570767 | 4.92 | 10,600.0 | -0.09% | |
VAT Group | CH0311864901 | 4.66 | 440.10 | -4.88% | |
Julius Baer | CH0102484968 | 4.51 | 50.98 | +2.76% | |
Barry Callebaut | CH0009002962 | 3.89 | 1,511.0 | +1.82% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Sell | BUY | BUY |
Summary | Neutral | Buy | Strong Buy |
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