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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.960 | 2.780 | 0.820 |
Stocks | 97.920 | 97.920 | 0.000 |
Preferred | 0.090 | 0.090 | 0.000 |
Other | 0.030 | 0.050 | 0.020 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.359 | 17.739 |
Price to Book | 3.918 | 3.181 |
Price to Sales | 2.450 | 1.973 |
Price to Cash Flow | 17.430 | 13.265 |
Dividend Yield | 2.032 | 2.934 |
5 Years Earnings Growth | 10.371 | 7.654 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 34.140 | 29.885 |
Financial Services | 18.790 | 20.052 |
Industrials | 17.170 | 15.897 |
Basic Materials | 10.580 | 8.084 |
Consumer Defensive | 7.470 | 14.487 |
Technology | 7.290 | 4.149 |
Consumer Cyclical | 3.490 | 5.542 |
Real Estate | 1.070 | 2.129 |
Number of long holdings: 81
Number of short holdings: 20
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Roche Holding Participation | CH0012032048 | 7.49 | 239.90 | +0.08% | |
Nestle | CH0038863350 | 5.94 | 94.60 | -1.05% | |
Lonza Group | CH0013841017 | 5.64 | 497.40 | -0.72% | |
Partners Group | CH0024608827 | 5.12 | 1,169.00 | +0.78% | |
Novartis | CH0012005267 | 4.42 | 94.28 | -0.02% | |
Sika | CH0418792922 | 4.41 | 269.40 | -0.30% | |
Zurich Insurance Group | CH0011075394 | 4.28 | 471.80 | -0.97% | |
Givaudan | CH0010645932 | 3.17 | 4,340.00 | -0.50% | |
Geberit | CH0030170408 | 3.03 | 551.40 | -0.07% | |
Alcon | CH0432492467 | 2.87 | 81.24 | -0.66% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBAM 30 Global Leaders Equity I USu | 2.37B | 5.31 | 7.28 | 10.42 | ||
UBAM 30 Global Leaders Equity IHC | 2.37B | 3.24 | 5.00 | 10.66 | ||
UBAM Swiss Eq AC USD | 1.78B | 8.51 | 5.25 | - | ||
UBAM Swiss Eq UC USD | 1.78B | 8.67 | 5.62 | - | ||
UBAM Swiss Eq AHD USD | 1.78B | 8.77 | 5.48 | - |
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