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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1107 | 1115 | 1158 | 1354 | 1464 | 2266 |
Fund Return | 10.74% | 11.51% | 15.8% | 10.62% | 7.92% | 8.53% |
Place in category | 1382 | 2953 | 1917 | 31 | 1017 | 432 |
% in Category | 19 | 40 | 31 | 1 | 28 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SWPortfolio Fund Yield R | 605.18M | 1.52 | -1.78 | 1.25 | ||
SWEquity Fund Selection Intl B | 117.67M | 10.53 | 9.37 | 7.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0429081620 | 8.53B | 6.72 | 8.43 | - | ||
Swisscanto CH IPF I Index Equity Fu | 6.17B | 10.60 | 8.37 | 9.76 | ||
CH0337393745 | 6.39B | 7.41 | 8.69 | - | ||
UBS CH Institutional Fund 2 EquiPAX | 4.19B | 14.71 | 6.35 | 9.94 | ||
Swisscanto CH IPF III Index EquAST | 3.8B | 10.63 | 7.97 | 9.33 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.79 | 414.74 | +0.59% | |
SWC (LU) EF Syst Resp USA NT | LU1900091650 | 4.26 | - | - | |
Apple | US0378331005 | 3.84 | 183.05 | -0.69% | |
Alphabet A | US02079K3059 | 2.67 | 168.65 | -0.77% | |
NVIDIA | US67066G1040 | 2.39 | 898.78 | +1.27% |
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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