Breaking News
Get 40% Off 0
⚠ Earnings Alert! Which stocks are poised to surge?
See the stocks on our ProPicks radar. These strategies gained 19.7% year-to-date.
Unlock full list
Close

Zurich Invest Ii - Target Investment Fund 35 Chf C (3833995)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
14.210 -0.010    -0.07%
18/04 - Closed. Currency in CHF ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 709.95M
Type:  Fund
Market:  Switzerland
Issuer:  GAM Investment Management (Switzerland) AG
ISIN:  CH0038339955 
Asset Class:  Equity
Zurich Invest II - Target Investment Fund 35 CHF C 14.210 -0.010 -0.07%

3833995 Overview

 
Find basic information about the Zurich Invest Ii - Target Investment Fund 35 Chf C mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 3833995 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: CH0038339955)
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change3.8%
Prev. Close14.22
Risk Rating
TTM YieldN/A
ROE24.82%
IssuerGAM Investment Management (Switzerland) AG
Turnover35%
ROA8.70%
Inception DateJun 14, 2010
Total Assets709.95M
Expenses1.29%
Min. Investment1
Market Cap67.9B
CategoryCHF Cautious Allocation
What is your sentiment on Zurich Invest II - Target Investment Fund 35 CHF C?
or
Market is currently closed. Voting is open during market hours.

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1040 1040 1061 972 1094 1233
Fund Return 4.03% 4.03% 6.09% -0.95% 1.81% 2.12%
Place in category 48 48 162 193 55 41
% in Category 11 11 32 46 13 23

Top Equity Funds by Zurich Invest AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  Julius Baer Institutional BVG LPP F 3.69B 2.77 1.71 3.31
  Julius Baer Institutional BVG LPPA2 3.69B 0.94 1.26 3.17
  Julius Baer Institutional BVG LPPb1 3.69B 2.79 1.80 3.41
  Julius Baer Institutional BVG LPPB2 3.69B 2.82 1.99 3.59
  Aktien USA Passiv CHF E3 1.86B 17.91 8.16 11.92

Top Funds for CHF Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Vitainvest 25 World U 1.76B 0.92 -2.55 1.10
  Raiffeisen Pension Invest Futura YI 1.47B 1.99 -2.99 0.86
  Raiffeisen Pension Invest Futura YA 1.47B 0.41 -3.02 0.73
  UBS CH Suisse 25 CHF P dist 1.22B 2.68 -0.90 1.46
  UBS CH Suisse 25 CHF Q dist 1.22B 1.07 -0.28 1.76

Top Holdings

Name ISIN Weight % Last Change %
ZIF Aktien Schweiz Passiv CHF E1 CH0026033727 15.51 - -
ZIF Obligationen CHF Inland CHF K1 CH0451645987 10.92 - -
ZIF Obligationen CHF Ausland CHF E1 CH0024445402 10.45 - -
ZIF Wandelanleihen Global CHF E3 CH0339407949 9.09 - -
ZIF Obligationen Unterneh USD E1 Hg CH0185037394 7.42 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Strong Sell Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

3833995 Comments

Write your thoughts about Zurich Invest Ii - Target Investment Fund 35 Chf C
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email