Breaking News
Get 55% Off 0
NVDA Q3 Earnings Alert: Why our AI stock picker is still holding Nvidia stock
Read More
Close

Szkb Fonds - Szkb Dividendenfonds Schweiz Plus Esg A (0P0001D8ZI)

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
 
96.920 +0.100    +0.10%
21/11 - Closed. Currency in CHF
Type:  Fund
Market:  Switzerland
ISIN:  CH0372701067 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 134.98M
SZKB FONDS - SZKB Dividendenfonds Schweiz Plus A 96.920 +0.100 +0.10%

0P0001D8ZI Holdings

 
Comprehensive information about top holdings and Key Holding Information for the SZKB FONDS - SZKB Dividendenfonds Schweiz Plus A (0P0001D8ZI) fund. Our SZKB FONDS - SZKB Dividendenfonds Schweiz Plus A 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 8.360 8.550 0.190
Shares 92.260 93.450 1.190

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.845 18.235
Price to Book 2.056 3.340
Price to Sales 1.444 2.111
Price to Cash Flow 9.180 14.205
Dividend Yield 3.054 2.899
5 Years Earnings Growth 4.991 11.496

Sector Allocation

Name  Net % Category Average
Financial Services 30.210 20.164
Basic Materials 15.690 8.485
Healthcare 15.410 30.340
Industrials 12.870 16.302
Consumer Cyclical 10.570 5.279
Communication Services 6.950 2.741
Real Estate 4.220 2.145
Consumer Defensive 4.090 13.621

Region Allocation

  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 22

Number of short holdings: 49

Name ISIN Weight % Last Change %
  Novartis CH0038459415 8.13 93.99 +2.74%
  Swisscom CH0008742519 6.49 509.50 +0.79%
  Givaudan CH0010645932 6.34 3,933.00 +0.36%
  Galenica Sante CH0360674466 6.26 77.15 +1.71%
Abbeycrest PLC GB0000037191 5.98 - -
  Vontobel Holding CH0012335540 4.52 57.20 +0.35%
  Ems Chemie Hld CH0016440353 4.45 639.50 +2.08%
  Kuehne & Nagel CH0025238863 4.32 209.50 +0.72%
  Zurich Insurance Group CH0011075394 4.13 553.00 +0.99%
  Swiss Life Holding CH0014852781 4.05 733.60 +0.88%

Top Equity Funds by Schwyzer Kantonalbank

  Name Rating Total Assets YTD% 3Y% 10Y%
  CH0429081620 8.26B 19.39 6.35 -
  CH0429081638 8.26B 12.98 5.65 -
  CH0337393745 6.84B 19.44 6.71 -
  CSIF CH Emerging Markets Index Blue 3.79B 14.82 -3.21 2.36
  CH0017844686 3.79B 14.74 -3.29 2.28
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.

0P0001D8ZI Comments

Write your thoughts about Szkb Fonds - Szkb Dividendenfonds Schweiz Plus Esg A
 
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