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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.760 | 3.750 | 0.990 |
Shares | 42.410 | 42.410 | 0.000 |
Bonds | 40.980 | 40.990 | 0.010 |
Convertible | 0.180 | 0.180 | 0.000 |
Other | 13.680 | 13.680 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.324 | 17.591 |
Price to Book | 2.792 | 2.914 |
Price to Sales | 2.201 | 2.046 |
Price to Cash Flow | 13.765 | 12.136 |
Dividend Yield | 2.636 | 2.448 |
5 Years Earnings Growth | 15.269 | 11.319 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 22.720 | 19.866 |
Financial Services | 16.270 | 17.064 |
Technology | 13.520 | 17.219 |
Consumer Defensive | 10.670 | 10.998 |
Industrials | 10.350 | 10.835 |
Real Estate | 8.630 | 3.123 |
Consumer Cyclical | 6.680 | 8.585 |
Basic Materials | 4.110 | 5.316 |
Communication Services | 3.580 | 5.000 |
Energy | 2.150 | 2.580 |
Utilities | 1.330 | 1.635 |
Number of long holdings: 27
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BCV Swiss Franc Bonds Z | CH0213422709 | 26.55 | - | - | |
BCV Swiss Equity Z | CH0213423053 | 15.27 | - | - | |
Zurich Invest Institutional Funds - ZIF Immobilien | CH0180614726 | 13.49 | 1,625.796 | -0.34% | |
BCV Enhanced US Equity ESG C | CH0021722076 | 6.96 | - | - | |
BCV Swiss Responsible Bond Indexed Z | CH1347744547 | 6.15 | - | - | |
BCV International Bonds (CHF) C | CH0021722274 | 5.85 | - | - | |
SWC (CH) IEF USA NT CHF | CH0383277842 | 5.15 | - | - | |
ETHOS II - Ethos Swiss Sustainable Eq Z | CH0576443482 | 2.58 | - | - | |
BCV Enhanced Europe Equity ESG C | CH0021722035 | 2.56 | - | - | |
BCV Global Emerging Equity C | CH0142917118 | 2.24 | 131.270 | -0.41% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BCV PENSION 25 AP | 861.11M | 6.15 | -0.69 | 1.88 | ||
Synchrony All Caps CH I | 575.29M | 11.36 | -0.54 | 7.99 | ||
Synchrony All Caps CH A | 575.29M | 10.92 | -1.08 | 7.40 | ||
Synchrony Small Mid Caps CH I | 225.06M | 0.18 | -7.53 | 8.01 |
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