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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 1032 | 1010 | 1103 | 1296 | 1754 |
Fund Return | 1.22% | 3.18% | 0.98% | 3.32% | 5.32% | 5.78% |
Place in category | 609 | 603 | 586 | 354 | 337 | 161 |
% in Category | 89 | 90 | 90 | 65 | 74 | 58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swiss Rock Aktien Schweiz Index Plu | 135.01M | 1.30 | 3.77 | 6.28 | ||
Swiss Rock Aktien Schweiz Index PlB | 135.01M | 1.25 | 3.51 | 6.01 | ||
Swiss Rock CH Institutional Funds B | 42.29M | 16.37 | 5.22 | 7.99 | ||
Swiss Rock CH Institutional Funds A | 42.29M | 10.57 | 5.44 | 7.17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0033782431 | 2.36B | 6.76 | 5.03 | 6.69 | ||
Raiffeisen Futura Swiss Stock A | 2.09B | 2.12 | 2.41 | 6.12 | ||
UBS CH Equity Fund Swiss Income CHF | 2.04B | 2.43 | 3.56 | 5.81 | ||
UBS CH Equity Fund Swiss Income CHQ | 2.04B | 2.59 | 4.20 | 6.41 | ||
UBAM Swiss Equity AD CHF Inc | 1.73B | 7.99 | -0.55 | 5.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 18.45 | 92.16 | +0.88% | |
Novartis | CH0012005267 | 13.81 | 89.78 | +1.91% | |
Roche Holding | CH0012032113 | 12.22 | 241.40 | +1.68% | |
UBS Group | CH0244767585 | 4.45 | 26.79 | +7.59% | |
Zurich Insurance Group | CH0011075394 | 4.22 | 451.60 | +1.26% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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