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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1048 | 1059 | 1182 | 1391 | 2152 |
Fund Return | 2.92% | 4.84% | 5.86% | 5.73% | 6.83% | 7.97% |
Place in category | 147 | 268 | 141 | 27 | 100 | 8 |
% in Category | 21 | 40 | 24 | 7 | 23 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9.02B | 15.34 | 7.49 | 12.79 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.25B | 14.71 | 6.35 | 9.94 | ||
UBS CH Vitainvest 50 World U | 4.42B | 2.45 | -0.62 | 2.66 | ||
UBS CH Institutional Fund 2 EquUSAX | 2.26B | 11.99 | 9.95 | 12.62 | ||
UBS CH Institutional Fund 2 EquiSCA | 2.25B | 8.01 | -1.53 | 7.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0033782431 | 2.5B | 3.85 | 3.74 | 6.24 | ||
Raiffeisen Futura Swiss Stock A | 2.18B | 2.12 | 2.41 | 6.12 | ||
UBS CH Equity Fund Swiss Income CHF | 1.78B | 2.43 | 3.56 | 5.81 | ||
UBS CH Equity Fund Swiss Income CHQ | 1.78B | 2.59 | 4.20 | 6.41 | ||
UBAM Swiss Equity AD CHF Inc | 1.83B | 7.99 | -0.55 | 5.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Roche Holding Participation | CH0012032048 | 9.63 | 236.60 | +0.77% | |
Novartis | CH0012005267 | 9.27 | 93.30 | +0.73% | |
Nestle | CH0038863350 | 9.16 | 96.06 | +0.67% | |
UBS Group | CH0244767585 | 8.86 | 27.51 | +0.33% | |
Zurich Insurance Group | CH0011075394 | 7.55 | 472.10 | +0.64% |
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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