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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 1034 | 988 | 992 | 1293 | 2207 |
Fund Return | 1.21% | 3.37% | -1.18% | -0.28% | 5.27% | 8.24% |
Place in category | 122 | 145 | 109 | 69 | 66 | 18 |
% in Category | 44 | 53 | 44 | 39 | 38 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
zCapital Swiss Small Mid Cap Fund | 1.02B | 2.48 | -2.36 | 7.46 | ||
zCapital Swiss Dividend Fund A | 631.99M | 4.55 | 4.53 | 8.16 | ||
zCapital Swiss Dividend Fund ZA | 631.99M | 4.65 | 4.79 | 8.44 | ||
Precious Capital Global Mining and | 109.85M | -6.57 | -12.77 | 4.87 | ||
Swiss Opportunity Fund | 69.17M | 1.18 | -1.95 | 5.79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0110869143 | 1.75B | 3.07 | -2.37 | 6.90 | ||
SaraSelect C CHF | 1.53B | -0.98 | -1.83 | 9.68 | ||
SaraSelect P CHF | 1.53B | -1.14 | -2.31 | 9.13 | ||
SaraSelect M CHF | 1.53B | -0.61 | -0.75 | 10.83 | ||
Pictet CH Swiss Mid Small Cap Z dy | 1.54B | 0.60 | 1.04 | 9.70 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SGS | CH1256740924 | 5.28 | 84.00 | +0.62% | |
Lindt & Spruengli N | CH0010570759 | 4.19 | 107,000.0 | +0.56% | |
VAT Group | CH0311864901 | 3.86 | 482.70 | -0.52% | |
Schindler Holding | CH0024638212 | 3.85 | 228.00 | 0.00% | |
Baloise Holding | CH0012410517 | 3.70 | 155.50 | +0.65% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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