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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1081 | 1066 | 1053 | 1065 | 1352 | 1864 |
Fund Return | 8.11% | 6.61% | 5.34% | 2.11% | 6.22% | 6.43% |
Place in category | 471 | 245 | 509 | 299 | 257 | 77 |
% in Category | 68 | 36 | 82 | 55 | 58 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
VF CH Valiant Swiss Equities SPI I | 590.45M | 7.79 | 1.40 | 5.71 | ||
LO Institutional Strategies CH Swi | 339.83M | 2.29 | -0.38 | 5.39 | ||
LO Institutional Strategies CH Swis | 339.83M | 2.23 | 1.10 | 5.50 | ||
Avadis VermOgensbildung SICAV Strat | 243.39M | 3.20 | -0.77 | 3.87 | ||
Avadis VermOgensbildung SICAV Stra | 184.33M | 1.74 | -1.78 | 2.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0033782431 | 2.49B | 3.85 | 3.74 | 6.24 | ||
Raiffeisen Futura Swiss Stock A | 2.2B | 2.12 | 2.41 | 6.12 | ||
UBS CH Equity Fund Swiss Income CHF | 1.85B | 2.43 | 3.56 | 5.81 | ||
UBS CH Equity Fund Swiss Income CHQ | 1.85B | 2.59 | 4.20 | 6.41 | ||
UBAM Swiss Equity AD CHF Inc | 1.79B | 7.99 | -0.55 | 5.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 15.40 | 95.60 | -2.47% | |
Novartis | CH0012005267 | 12.59 | 94.30 | -0.68% | |
Roche Holding Participation | CH0012032048 | 10.16 | 239.70 | -1.20% | |
ABB | CH0012221716 | 5.49 | 50.36 | -0.16% | |
Zurich Insurance Group | CH0011075394 | 4.82 | 476.40 | -0.67% |
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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