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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1040 | 1035 | 1101 | 1291 | 1990 |
Fund Return | 5.56% | 4.05% | 3.52% | 3.25% | 5.23% | 7.12% |
Place in category | 27 | 60 | 85 | 46 | 145 | 26 |
% in Category | 5 | 8 | 16 | 10 | 32 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9.02B | 15.34 | 7.49 | 12.79 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.25B | 14.71 | 6.35 | 9.94 | ||
UBS CH Vitainvest 50 World U | 4.42B | 2.45 | -0.62 | 2.66 | ||
UBS CH Institutional Fund 2 EquUSAX | 2.26B | 11.99 | 9.95 | 12.62 | ||
UBS CH Institutional Fund 2 EquiSCA | 2.25B | 8.01 | -1.53 | 7.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0033782431 | 2.5B | 3.85 | 3.74 | 6.24 | ||
Raiffeisen Futura Swiss Stock A | 2.18B | 2.12 | 2.41 | 6.12 | ||
UBS CH Equity Fund Swiss Income CHF | 1.78B | 2.43 | 3.56 | 5.81 | ||
UBS CH Equity Fund Swiss Income CHQ | 1.78B | 2.59 | 4.20 | 6.41 | ||
UBAM Swiss Equity AD CHF Inc | 1.83B | 7.99 | -0.55 | 5.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Roche Holding Participation | CH0012032048 | 9.06 | 237.10 | +0.98% | |
Novartis | CH0012005267 | 8.99 | 93.37 | +0.81% | |
UBS Group | CH0244767585 | 8.81 | 27.54 | +0.44% | |
Nestle | CH0038863350 | 8.42 | 96.62 | +1.26% | |
Zurich Insurance Group | CH0011075394 | 7.91 | 471.00 | +0.41% |
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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