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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 1061 | 1074 | 1206 | 1511 | 2206 |
Fund Return | 1.16% | 6.06% | 7.37% | 6.45% | 8.6% | 8.23% |
Place in category | 49 | 92 | 464 | 496 | 392 | 179 |
% in Category | 9 | 15 | 74 | 89 | 83 | 65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kapital Plus P EUR | 10.37M | -4.78 | 6.19 | 5.64 | ||
Kapital Plus P2 EUR | 5.53M | 4.66 | 2.63 | 3.53 | ||
Kapital Plus I EUR | 90.19M | 4.63 | 2.48 | 3.38 | ||
DE000A2DU1Y2 | 22.46M | - | - | - | ||
Kapital Plus A EUR | 3.17B | 0.40 | -0.25 | 2.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Deka-Schweiz | 331.77M | -21.90 | 7.83 | 10.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 9.72 | 94.20 | +2.21% | |
Novartis | CH0012005267 | 9.36 | 90.54 | +0.85% | |
Roche Holding Participation | CH0012032048 | 8.71 | 222.30 | +0.45% | |
UBS Group | CH0244767585 | 5.74 | 26.33 | -1.72% | |
Swiss Re | CH0126881561 | 4.57 | 103.50 | +0.98% |
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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