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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.120 | 1.310 | 0.190 |
Shares | 98.880 | 98.880 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.196 | 17.780 |
Price to Book | 3.097 | 3.198 |
Price to Sales | 1.513 | 1.956 |
Price to Cash Flow | 13.164 | 13.254 |
Dividend Yield | 2.829 | 2.919 |
5 Years Earnings Growth | 7.149 | 7.639 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 30.930 | 29.908 |
Financial Services | 21.840 | 20.081 |
Consumer Defensive | 15.300 | 14.436 |
Industrials | 10.500 | 15.878 |
Basic Materials | 8.760 | 8.060 |
Consumer Cyclical | 7.650 | 5.514 |
Technology | 5.020 | 4.183 |
Number of long holdings: 39
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 9.72 | 94.82 | +0.66% | |
Novartis | CH0012005267 | 9.36 | 91.43 | +0.98% | |
Roche Holding Participation | CH0012032048 | 8.71 | 225.50 | +1.44% | |
UBS Group | CH0244767585 | 5.74 | 26.77 | +1.67% | |
Swiss Re | CH0126881561 | 4.57 | 105.45 | +1.88% | |
Holcim | CH0012214059 | 4.53 | 81.40 | +2.06% | |
Zurich Insurance Group | CH0011075394 | 4.48 | 456.60 | +0.24% | |
ABB | CH0012221716 | 4.14 | 47.11 | +1.16% | |
Sika | CH0418792922 | 4.14 | 279.10 | +1.12% | |
Richemont | CH0210483332 | 4.09 | 136.10 | +2.37% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kapital Plus P EUR | 3.31B | -4.78 | 6.19 | 5.64 | ||
Kapital Plus P2 EUR | 3.31B | 4.66 | 2.63 | 3.53 | ||
Kapital Plus I EUR | 3.31B | 4.63 | 2.48 | 3.38 | ||
DE000A2DU1Y2 | 3.31B | - | - | - | ||
Kapital Plus A EUR | 3.31B | 0.40 | -0.25 | 2.90 |
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