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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.990 | 4.580 | 1.590 |
Shares | 26.000 | 26.000 | 0.000 |
Bonds | 61.440 | 61.440 | 0.000 |
Convertible | 0.180 | 0.180 | 0.000 |
Other | 9.400 | 9.400 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.600 | 17.257 |
Price to Book | 2.671 | 2.795 |
Price to Sales | 2.359 | 2.082 |
Price to Cash Flow | 13.747 | 11.822 |
Dividend Yield | 2.769 | 2.704 |
5 Years Earnings Growth | 7.321 | 9.447 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 21.500 | 18.652 |
Financial Services | 17.540 | 17.623 |
Technology | 12.050 | 17.341 |
Real Estate | 11.870 | 4.367 |
Industrials | 10.960 | 10.498 |
Consumer Defensive | 9.840 | 9.653 |
Consumer Cyclical | 7.110 | 9.714 |
Basic Materials | 3.400 | 5.295 |
Communication Services | 3.260 | 5.319 |
Energy | 1.330 | 2.688 |
Utilities | 1.150 | 2.000 |
Number of long holdings: 27
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BCV Swiss Franc Bonds Z | CH0213422709 | 26.01 | - | - | |
Zurich Invest Institutional Funds - ZIF Immobilien | CH0180614726 | 12.14 | 1,762.359 | -0.84% | |
SWC (CH) IBF TM AAA-BBB CHF NT CHF | CH0215804664 | 10.39 | - | - | |
BCV Swiss Equity Z | CH0213423053 | 9.02 | - | - | |
BCV International Bonds (CHF) C | CH0021722274 | 7.90 | - | - | |
BCV Swiss Responsible Bond Indexed C | CH1347744489 | 7.26 | - | - | |
SWC (CH) IBF TM AAA-BBB CHF Resp NT CHF | CH1140340709 | 5.95 | - | - | |
BCV Enhanced US Equity ESG C | CH0021722076 | 4.88 | - | - | |
BCV Swiss Franc Credit Bonds C | CH0364276490 | 3.20 | - | - | |
SWC (CH) IEF USA NT CHF | CH0383277842 | 1.84 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BCV PENSION 40 AP | 660.19M | 0.62 | 4.85 | 3.34 | ||
Synchrony All Caps CH I | 585.58M | 4.69 | 3.77 | 7.53 | ||
Synchrony All Caps CH A | 585.58M | 4.40 | 3.20 | 6.94 | ||
Synchrony Small Mid Caps CH I | 199.49M | 6.90 | 3.78 | 7.95 |
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