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Raiffeisen Futura Pension Invest Balanced A (2375444)

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132.110 +0.010    +0.01%
18/04 - Delayed Data. Currency in CHF ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 4.19B
Type:  Fund
Market:  Switzerland
Issuer:  Vontobel Fonds Services AG
ISIN:  CH0023754440 
Asset Class:  Equity
Raiffeisen Pension Invest Futura Balanced A 132.110 +0.010 +0.01%

2375444 Overview

 
Find basic information about the Raiffeisen Futura Pension Invest Balanced A 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 2375444 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: CH0023754440)
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Rating
1-Year Change3.16%
Prev. Close132.1
Risk Rating
TTM Yield1.36%
ROE27.19%
IssuerVontobel Fonds Services AG
Turnover63.95%
ROA9.71%
Inception DateMar 01, 2006
Total Assets4.19B
Expenses1.11%
Min. Investment5,000
Market Cap71.28B
CategoryCHF Moderate Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1020 1042 1063 951 1044 1246
Fund Return 2.04% 4.18% 6.26% -1.65% 0.87% 2.22%
Place in category 355 328 136 366 298 82
% in Category 61 56 24 80 76 45

Top Equity Funds by Vontobel Fonds Services AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  Raiffeisen Pension Invest Futura BI 4.19B 4.37 -1.89 2.41
  Raiffeisen Futura Swiss Stock A 2.06B 2.12 2.41 6.12
  Raiffeisen Pension Invest Futura YI 1.47B 1.99 -2.99 0.86
  Raiffeisen Pension Invest Futura YA 1.47B 0.41 -3.02 0.73
  Vontobel Fund CH Ethos Equities Swi 936.6M 1.12 0.06 7.61

Top Funds for CHF Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Vitainvest 50 World U 4.3B 2.45 -0.62 2.66
  Raiffeisen Pension Invest Futura BI 4.19B 4.37 -1.89 2.41
  Julius Baer Institutional BVG LPP F 3.69B 2.77 1.71 3.31
  Julius Baer Institutional BVG LPPA2 3.69B 0.94 1.26 3.17
  Julius Baer Institutional BVG LPPb1 3.69B 2.79 1.80 3.41

Top Holdings

Name ISIN Weight % Last Change %
  Novartis CH0012005267 4.71 84.75 +0.27%
  Roche Holding Participation CH0012032048 4.61 220.40 +0.18%
Euro Bund Future Dec 23 DE000C7PB9Y5 4.23 - -
  iShares Sust MSCI EM SRI IE00BYVJRP78 1.94 6.147 -0.69%
  ABB CH0012221716 1.69 44.56 +0.52%

Technical Summary

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