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Ubs (ch) Institutional Fund - Small & Mid Cap Equities Switzerland I-b (0P00001QJH)

Switzerland

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429.590 +0.880 +0.21%

07/03 - Closed. Currency in CHF

Morningstar Rating:
Total Assets: 849.56M

Type: Fund

Market: Switzerland

Issuer: UBS Fund Management (Switzerland) AG

ISIN: CH0011764310

Asset Class: Equity

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0P00001QJH Holdings

Comprehensive information about top holdings and Key Holding Information for the UBS CH Institutional Fund - Small & Mid Cap Equiti (0P00001QJH) fund. Our UBS CH Institutional Fund - Small & Mid Cap Equiti portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.570	1.650	0.080
Shares	98.430	98.430	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.785	20.889
Price to Book	2.973	3.185
Price to Sales	1.748	1.645
Price to Cash Flow	17.453	15.857
Dividend Yield	2.641	2.302
5 Years Earnings Growth	11.293	11.446

Sector Allocation

Name	Net %	Category Average
Industrials	29.020	32.803
Healthcare	25.040	20.112
Financial Services	18.950	14.208
Consumer Defensive	10.590	9.042
Technology	7.610	11.897
Consumer Cyclical	5.160	4.576
Basic Materials	2.060	4.831
Real Estate	1.580	5.277

Region Allocation

Equities

Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 49

Number of short holdings: 4

Name	ISIN	Weight %	Last	Change %
Lindt & Spruengli Part	CH0010570767	6.86	12,180.0	+1.16%
Sandoz	CH1243598427	6.64	36.50	-6.00%
Julius Baer	CH0102484968	5.72	60.36	-3.42%
Schindler Ps	CH0024638196	5.72	291.00	+0.90%
SGS	CH1256740924	5.61	88.22	-0.99%
Straumann Holding AG	CH1175448666	4.05	116.80	-0.85%
Baloise Holding	CH0012410517	4.04	174.50	-1.58%
Galderma	CH1335392721	3.36	96.52	-2.94%
SIG Group	CH0435377954	2.95	18.66	-0.37%
Accelleron Industries	CH1169360919	2.77	42.48	-1.71%

Top Equity Funds by UBS Fund Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
UBS CH Institutional Fund 2 EquiP2X	8.39B	-0.94	10.99	12.14
UBS CH Institutional Fund 2 EquiPAX	4.37B	0.81	9.73	9.73
UBS CH Vitainvest 50 World U	4.31B	7.32	-1.50	2.35
UBS CH Institutional Fund 2 EquiSCX	2.87B	3.63	3.95	8.17
UBS CH Institutional Fund 2 EquiSCB	2.87B	3.63	3.89	8.11

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UBS CH Institutio.	429.590	+0.880	+0.21%