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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.120 | 1.310 | 0.190 |
Stocks | 98.880 | 98.880 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.196 | 17.759 |
Price to Book | 3.097 | 3.184 |
Price to Sales | 1.513 | 1.970 |
Price to Cash Flow | 13.164 | 13.276 |
Dividend Yield | 2.829 | 2.931 |
5 Years Earnings Growth | 7.149 | 7.677 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 30.930 | 29.865 |
Financial Services | 21.840 | 20.078 |
Consumer Defensive | 15.300 | 14.487 |
Industrials | 10.500 | 15.898 |
Basic Materials | 8.760 | 8.059 |
Consumer Cyclical | 7.650 | 5.545 |
Technology | 5.020 | 4.143 |
Number of long holdings: 39
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 9.72 | 97.76 | +0.16% | |
Novartis | CH0012005267 | 9.36 | 94.50 | +1.91% | |
Roche Holding Participation | CH0012032048 | 8.71 | 236.10 | +0.81% | |
UBS Group | CH0244767585 | 5.74 | 27.95 | +0.47% | |
Swiss Re | CH0126881561 | 4.57 | 112.80 | +1.12% | |
Holcim | CH0012214059 | 4.53 | 78.98 | +1.07% | |
Zurich Insurance Group | CH0011075394 | 4.48 | 474.60 | +0.91% | |
ABB | CH0012221716 | 4.14 | 50.22 | +2.22% | |
Sika | CH0418792922 | 4.14 | 272.90 | +1.37% | |
Richemont | CH0210483332 | 4.09 | 146.80 | +2.12% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kapital Plus P EUR | 10.43M | -4.78 | 6.19 | 5.64 | ||
Kapital Plus P2 EUR | 5.52M | 4.66 | 2.63 | 3.53 | ||
Kapital Plus I EUR | 90.4M | 4.63 | 2.48 | 3.38 | ||
DE000A2DU1Y2 | 21.98M | - | - | - | ||
Kapital Plus A EUR | 3.14B | 0.40 | -0.25 | 2.90 |
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