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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1134 | 1087 | 1121 | 988 | 1335 | 1722 |
Fund Return | 13.4% | 8.75% | 12.11% | -0.42% | 5.96% | 5.58% |
Place in category | 100 | 171 | 109 | 459 | 271 | 239 |
% in Category | 15 | 29 | 18 | 80 | 60 | 85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PPF LPActive Value CHF | 137.93M | 7.24 | 1.61 | 5.61 | ||
White Fleet OLZ Efficient World Eqb | 53.86M | 13.01 | -0.10 | 3.63 | ||
White FleetOLZ EfficientWrldEM Eq I | 45.77M | 8.52 | 0.66 | 0.48 | ||
LU0803003523 | 45.77M | 8.08 | 0.19 | -0.06 | ||
LU1023367128 | 19.2M | 13.81 | 0.22 | 6.48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBAM Swiss Eq UD CHF | 1.76B | 14.13 | -2.56 | - | ||
UBAM Swiss Eq RC CHF | 1.76B | 13.23 | -3.87 | 5.41 | ||
AXA Framlington Swiss M Cap CHF | 291.57M | -12.84 | 10.47 | 1.45 | ||
Lombard Odier Swiss Eq CHF PA | 217.3M | 0.63 | 0.90 | - | ||
Lombard Odier Swiss Eq CHF MD | 217.3M | 1.14 | 1.58 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Richemont | CH0210483332 | 4.99 | 114.55 | -2.96% | |
Novartis | CH0012005267 | 4.70 | 99.03 | +0.60% | |
Roche Holding Participation | CH0012032048 | 4.25 | 269.20 | +0.64% | |
Holcim | CH0012214059 | 3.93 | 83.18 | -1.72% | |
Sika | CH0418792922 | 3.80 | 268.90 | -2.64% |
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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