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Ubs (ch) Vitainvest - Swiss 75 Sustainable U (0P0001703L)

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135.100 +0.400    +0.30%
21/11 - Closed. Currency in CHF
Type:  Fund
Market:  Switzerland
ISIN:  CH0293175037 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 566.32M
UBS (CH) Vitainvest - 75 Swiss U 135.100 +0.400 +0.30%

0P0001703L Overview

 
Find basic information about the Ubs (ch) Vitainvest - Swiss 75 Sustainable U mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0001703L MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change8.51%
Prev. Close134.7
Risk Rating
TTM Yield0.85%
ROE25.03%
IssuerN/A
TurnoverN/A
ROA8.58%
Inception DateNov 05, 2015
Total Assets566.32M
Expenses1.52%
Min. InvestmentN/A
Market Cap65.12B
CategoryCHF Aggressive Allocation
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Ubs (ch) Vitainvest - Swiss 75 Sustainable U Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1074 978 1147 992 1182 -
Fund Return 7.36% -2.2% 14.69% -0.25% 3.41% -
Place in category 228 276 205 138 80 -
% in Category 73 93 68 60 45 -

Top Equity Funds by UBS Fund Management (Switzerland) AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Institutional Fund 2 EquiP2X 9.59B 24.08 6.31 11.73
  UBS CH Vitainvest 50 World U 4.35B 2.45 -0.62 2.66
  UBS CH Institutional Fund 2 EquiPAX 4.38B 20.41 4.96 9.21
  UBS CH Institutional Fund 2 EquiSCX 2.8B 11.68 -0.82 6.98
  UBS CH Institutional Fund 2 EquiSCB 2.8B 11.63 -0.87 6.92

Top Funds for CHF Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Raiffeisen Index Fonds Pension Grow 1.34B 10.70 -0.44 3.31
  Raiffeisen Index Fonds Pension Gr 1.34B 10.70 -0.44 3.29
  CH0293174600 1.08B 8.90 0.19 -
  UBS Strategy Fund Growth CHF Q acc 661.24M 8.48 -0.46 3.09
  CH0316793139 693.18M 9.96 0.81 -

Top Holdings

Name ISIN Weight % Last Change %
UBS CH MSF Equites Switzerland XT1 I-X CH0016631340 14.50 - -
UBS CH MSF Equites Switzerland XT3 I-X CH0016631365 14.49 - -
UBS (CH) IF EQ CH Quant All Cap Sus IX CH0016631357 14.48 - -
UBS (CH) Equity Fund CH Sustainable U-X CH0546052827 14.47 - -
  UBS CH Institutional Fund - Swiss Real Estate Sele CH0035433595 10.08 2,299.500 -0.57%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Neutral Buy
Technical Indicators Strong Sell Strong Sell Strong Buy
Summary Strong Sell Sell Strong Buy
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