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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1027 | 1037 | 1023 | 1193 | 1406 |
Fund Return | 4.31% | 2.75% | 3.69% | 0.75% | 3.59% | 3.47% |
Place in category | 119 | 173 | 79 | 413 | 410 | 265 |
% in Category | 17 | 25 | 15 | 74 | 86 | 94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBAM Swiss Eq RC CHF | 1.83B | -32.78 | -1.67 | 6.35 | ||
UBAM Swiss Eq UD CHF | 1.83B | 7.37 | 3.89 | - | ||
AXA Framlington Swiss M Cap CHF | 326.38M | -12.84 | 10.47 | 1.45 | ||
LU0054754816 | 175.42M | -26.85 | -0.17 | 6.15 | ||
LU0261951288 | 60.64M | -26.86 | -0.18 | 6.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novartis | CH0012005267 | 9.99 | 93.37 | +0.81% | |
Nestle | CH0038863350 | 8.52 | 96.62 | +1.26% | |
Roche Holding Participation | CH0012032048 | 7.72 | 237.10 | +0.98% | |
Richemont | CH0210483332 | 5.91 | 144.75 | +5.31% | |
Zurich Insurance Group | CH0011075394 | 4.69 | 471.00 | +0.41% |
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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