Breaking News
Get 55% Off 0
🎈 Up Big Today: Find today's biggest gainers with our free screener
Try Stock Screener
Close

Cbr Strategy-optimum Classic Chf (0P0000VWPI)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
CBR Strategy-Optimum Classic CHF historical data, for real-time data please try another search
1,200.200 0.000    0.00%
18/01 - Closed. Currency in CHF
Type:  Fund
Market:  Liechtenstein
ISIN:  LI0180028594 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 8.39M
CBR Strategy-Optimum Classic CHF 1,200.200 0.000 0.00%

0P0000VWPI Holdings

 
Comprehensive information about top holdings and Key Holding Information for the CBR Strategy-Optimum Classic CHF (0P0000VWPI) fund. Our CBR Strategy-Optimum Classic CHF portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 13.070 13.630 0.560
Shares 81.110 81.110 0.000
Other 5.820 5.820 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 12.053 16.578
Price to Book 2.250 2.527
Price to Sales 0.821 1.808
Price to Cash Flow 4.134 10.696
Dividend Yield 2.135 2.430
5 Years Earnings Growth 12.032 11.123

Sector Allocation

Name  Net % Category Average
Industrials 33.080 12.042
Healthcare 17.540 12.687
Consumer Cyclical 12.070 10.802
Financial Services 11.170 14.843
Real Estate 9.060 3.391
Technology 7.060 21.018
Energy 4.410 3.644
Basic Materials 4.160 5.736
Consumer Defensive 1.450 7.346

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 43

Number of short holdings: 1

Name ISIN Weight % Last Change %
Lumen Vietnam Fund EUR R LI0334507485 15.50 - -
Lumen Value Asia LI0140493474 5.58 - -
Eur Covestro - 1.87 - -
SGS AG CH0002497458 1.87 - -
Holly Frontier - 1.86 - -
Eur Neste Oil - 1.85 - -
Ferguson - 1.85 - -
Weyerhaeuser - 1.85 - -
Straumann Holding AG CH0012280076 1.84 - -
Sek Boliden - 1.84 - -

Top Equity Funds by IFM Independent Fund Management AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  Stream Invest Acc 28.81M -6.77 2.22 4.91
  Dm Global Invest Acc 10.47M 7.29 -0.92 4.90
  AAE Global Strategy Fund 3.98M 17.46 -1.48 4.81
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000VWPI Comments

Write your thoughts about Cbr Strategy-optimum Classic Chf
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email