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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1196 | 1044 | 1372 | 1055 | 1820 | 2859 |
Fund Return | 19.56% | 4.4% | 37.21% | 1.81% | 12.73% | 11.08% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBSLuxEqUSAGrowth USD CHF H P Acc | 3.02B | 25.13 | 2.86 | 10.44 | ||
LU1050652996 | 3.02B | 20.09 | 2.34 | 11.75 | ||
UBSLux Strat Balanced CHF P Acc | 1.81B | 5.31 | -2.18 | 1.04 | ||
UBSLux Strat Balanced CHF QDist | 1.81B | 5.96 | -1.52 | 1.67 | ||
UBSLux Strat Balanced CHF PDist | 1.81B | 5.31 | -2.17 | 1.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group NewPerspective lux Bh CHF | 15.83B | 15.57 | 0.16 | - | ||
Cap Group NewPerspective lux Zh CHF | 15.83B | 16.36 | 0.92 | - | ||
CapGroup NewPerspective lux ZLh CHF | 15.83B | 16.60 | 1.14 | - | ||
LU1201780084 | 25.15M | 16.48 | 7.81 | - | ||
Eleva Euro Slct Class R CHF H Acc | 6.51B | 8.85 | 4.58 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 8.68 | 139.63 | +3.66% | |
Apple | US0378331005 | 8.43 | 255.27 | +0.31% | |
Microsoft | US5949181045 | 7.94 | 435.25 | -0.31% | |
Amazon.com | US0231351067 | 7.92 | 224.95 | +0.01% | |
Meta Platforms | US30303M1027 | 5.21 | 599.85 | +2.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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