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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1203 | 906 | 1140 | 1080 | 1522 | 2417 |
Fund Return | 20.32% | -9.43% | 14.03% | 2.59% | 8.77% | 9.23% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBSLuxEqUSAGrowth USD CHF H P Acc | 2.39B | 11.24 | 5.06 | 10.27 | ||
LU1050652996 | 2.39B | 20.84 | 3.12 | - | ||
UBSLux Strat Balanced CHF QDist | 1.11B | -10.35 | 1.78 | 3.47 | ||
UBSLux Strat Balanced CHF Q CDist | 1.11B | -10.35 | 1.78 | 3.44 | ||
UBS lux Strategy Balanced CHF Q Acc | 1.11B | -10.34 | 1.78 | 3.47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group NewPerspective lux Bh CHF | 13.49B | 0.85 | 0.49 | - | ||
Cap Group NewPerspective lux Zh CHF | 13.49B | 0.91 | 1.26 | - | ||
CapGroup NewPerspective lux ZLh CHF | 13.49B | 0.92 | 1.48 | - | ||
LU1201780084 | 21.73M | 1.21 | 5.75 | - | ||
Eleva Euro Slct Class R CHF H Acc | 5.57B | 9.38 | 13.59 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.20 | 402.25 | -1.00% | |
Apple | US0378331005 | 8.37 | 173.50 | +2.48% | |
Amazon.com | US0231351067 | 7.37 | 180.96 | +0.75% | |
NVIDIA | US67066G1040 | 6.01 | 877.57 | +0.03% | |
Alphabet A | US02079K3059 | 5.04 | 166.15 | -3.37% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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