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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1033 | 996 | 942 | 1101 | 1097 | 1356 |
Fund Return | 3.32% | -0.38% | -5.79% | 3.26% | 1.87% | 3.09% |
Place in category | 223 | 242 | 243 | 121 | 72 | 15 |
% in Category | 73 | 82 | 91 | 58 | 50 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bellevues Lux BB Adamant Medtech HC | 1.53B | 2.99 | -4.86 | 8.10 | ||
Baloise Inv Lux BFI Activ CHF R Acc | 169.96M | 1.77 | -0.57 | 0.44 | ||
LU0415392165 | 34.87M | 11.24 | -0.93 | 2.82 | ||
LU0415392082 | 34.87M | 10.99 | -1.61 | 2.10 | ||
LU0127038486 | 29.54M | 2.18 | 5.11 | 3.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CS Lux Prtflio Fund Growth CHF B | 232.7M | -19.81 | -0.94 | 2.76 | ||
DGC Equity World R CHF | 22.89M | 1.49 | -2.25 | 3.52 | ||
LU0818796053 | 8.18M | 12.08 | 7.97 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 8.82 | 95.54 | +0.95% | |
Bank J. Safra Sarasin Ltd 0% | CH0224648961 | 5.72 | - | - | |
Novartis | CH0012005267 | 5.49 | 93.30 | -0.20% | |
Roche Holding Participation | CH0012032048 | 5.48 | 227.50 | +1.29% | |
iShares MSCI EM ESG Enhanced UCITS ETF USD Acc | IE00BHZPJ239 | 4.08 | 5.26 | +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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