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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.270 | 36.640 | 30.370 |
Shares | 64.780 | 64.780 | 0.000 |
Bonds | 28.860 | 28.870 | 0.010 |
Convertible | 0.030 | 0.030 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.045 | 17.532 |
Price to Book | 2.505 | 2.835 |
Price to Sales | 1.530 | 1.982 |
Price to Cash Flow | 9.596 | 11.434 |
Dividend Yield | 2.992 | 2.489 |
5 Years Earnings Growth | 10.160 | 9.548 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 20.180 | 19.635 |
Financial Services | 15.820 | 16.898 |
Technology | 14.790 | 16.145 |
Consumer Defensive | 14.420 | 11.822 |
Consumer Cyclical | 9.280 | 8.363 |
Industrials | 8.990 | 10.855 |
Communication Services | 4.930 | 5.197 |
Basic Materials | 4.330 | 5.628 |
Energy | 4.270 | 2.601 |
Utilities | 1.840 | 1.651 |
Real Estate | 1.150 | 3.077 |
Number of long holdings: 348
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SWC (LU) BF Vision Responsible CHF NT | LU1932506709 | 12.19 | - | - | |
Nestle | CH0038863350 | 5.41 | 91.72 | -0.46% | |
SWC (LU) BF Resp Glbl Rates ST | LU2658242347 | 4.85 | - | - | |
Swisscanto (LU) Equity Fund Green Invest Emerging | LU0866272569 | 4.28 | 139.550 | -0.46% | |
Roche Holding Participation | CH0012032048 | 3.57 | 249.60 | -0.32% | |
SWC (LU) BF Resp EmMa Opps NT | LU2108482667 | 3.38 | - | - | |
GAM Star Cat Bond Institutional CHF Acc | IE00BVXBYN70 | 3.38 | - | - | |
SWC (LU) BF Sust Glbl Credit NT | LU1877924016 | 3.31 | - | - | |
Novartis | CH0012005267 | 3.19 | 96.17 | +0.75% | |
SWC (LU) BF Resp Glbl Rates NT | LU1637934230 | 2.44 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0112803316 | 808.81M | 0.13 | -1.30 | 1.07 | ||
LU0161534606 | 808.81M | 0.13 | -1.30 | 1.07 | ||
LU0999466526 | 808.81M | 0.58 | -0.76 | - | ||
LU0112800569 | 605.73M | -0.01 | -2.69 | 0.34 | ||
LU0161539233 | 605.73M | -0.01 | -2.69 | 0.34 |
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