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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 1017 | 979 | 1046 | 1268 | 1813 |
Fund Return | 2.54% | 1.66% | -2.13% | 1.52% | 4.86% | 6.13% |
Place in category | 574 | 577 | 588 | 332 | 254 | 89 |
% in Category | 84 | 86 | 93 | 60 | 56 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
VF CH Valiant Swiss Equities SPI I | 564.12M | 2.30 | 0.81 | 5.41 | ||
LO Institutional Strategies CH Swi | 339.14M | 3.37 | 0.06 | 5.49 | ||
LO Institutional Strategies CH Swis | 339.14M | 2.23 | 1.10 | 5.50 | ||
Avadis VermOgensbildung SICAV Strat | 243.39M | 3.20 | -0.77 | 3.87 | ||
Avadis VermOgensbildung SICAV Stra | 184.33M | 1.74 | -1.78 | 2.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0033782431 | 2.47B | 3.85 | 3.74 | 6.24 | ||
Raiffeisen Futura Swiss Stock A | 2.16B | 2.12 | 2.41 | 6.12 | ||
UBS CH Equity Fund Swiss Income CHQ | 1.77B | 2.59 | 4.20 | 6.41 | ||
UBS CH Equity Fund Swiss Income CHF | 1.77B | 2.43 | 3.56 | 5.81 | ||
UBAM Swiss Equity AD CHF Inc | 1.8B | 7.99 | -0.55 | 5.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 15.53 | 95.54 | +0.95% | |
Novartis | CH0012005267 | 12.13 | 93.30 | -0.20% | |
Roche Holding Participation | CH0012032048 | 9.50 | 227.50 | +1.29% | |
ABB | CH0012221716 | 5.04 | 48.20 | +1.35% | |
UBS Group | CH0244767585 | 4.97 | 27.67 | +1.24% |
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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