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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1138 | 1036 | 1177 | 1044 | 1371 | 1831 |
Fund Return | 13.76% | 3.55% | 17.65% | 1.45% | 6.52% | 6.24% |
Place in category | 69 | 90 | 68 | 380 | 100 | 155 |
% in Category | 11 | 13 | 11 | 69 | 23 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PPF LPActive Value CHF | 148.61M | 17.08 | 4.65 | 6.83 | ||
White Fleet OLZ Efficient World Eqb | 51.49M | 17.56 | 1.97 | 3.22 | ||
LU0803003523 | 46M | 7.20 | 0.55 | -0.20 | ||
White FleetOLZ EfficientWrldEM Eq I | 46M | 9.00 | 1.75 | 0.43 | ||
LU1023367391 | 17.75M | 13.21 | 0.81 | 5.34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBAM Swiss Eq UD CHF | 1.67B | 11.68 | -4.01 | - | ||
UBAM Swiss Eq RC CHF | 1.67B | 10.43 | -5.30 | 4.83 | ||
AXA Framlington Swiss M Cap CHF | 269.44M | 8.28 | -1.17 | -2.27 | ||
LU0054754816 | 159.08M | 5.80 | -3.85 | 3.21 | ||
LU0261951288 | 56.3M | 5.81 | -3.86 | 3.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Roche Holding Participation | CH0012032048 | 5.42 | 251.00 | +1.46% | |
Novartis | CH0012005267 | 4.79 | 87.68 | +1.11% | |
Richemont | CH0210483332 | 4.40 | 136.10 | +0.96% | |
Nestle | CH0038863350 | 4.12 | 74.08 | +0.14% | |
Lonza Group | CH0013841017 | 3.76 | 532.40 | +0.26% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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