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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1185 | 1041 | 1358 | 1023 | 1732 | 2607 |
Fund Return | 18.55% | 4.13% | 35.81% | 0.78% | 11.61% | 10.05% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1050652996 | 2.88B | 21.27 | 5.67 | 12.17 | ||
UBSLuxEqUSA Growth USD CHF H Q Acc | 2.88B | 14.52 | 2.57 | 11.16 | ||
UBSLux Strat Balanced CHF P Acc | 1.85B | 4.86 | -2.56 | 1.33 | ||
UBSLux Strat Balanced CHF QDist | 1.85B | 5.27 | -1.90 | 1.93 | ||
UBSLux Strat Balanced CHF PDist | 1.85B | 4.86 | -2.56 | 1.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group NewPerspective lux Bh CHF | 15.69B | 0.85 | 0.49 | - | ||
Cap Group NewPerspective lux Zh CHF | 15.69B | 0.91 | 1.26 | - | ||
CapGroup NewPerspective lux ZLh CHF | 15.69B | 0.92 | 1.48 | - | ||
LU1201780084 | 24.88M | 1.21 | 5.75 | - | ||
Eleva Euro Slct Class R CHF H Acc | 6.34B | 8.85 | 4.58 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 8.68 | 136.69 | +0.49% | |
Apple | US0378331005 | 8.43 | 234.77 | +0.82% | |
Microsoft | US5949181045 | 7.94 | 426.52 | +1.84% | |
Amazon.com | US0231351067 | 7.92 | 206.91 | +2.71% | |
Meta Platforms | US30303M1027 | 5.21 | 575.09 | +1.77% |
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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