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Postfinance Pension Esg 100 Fund (0P0001IFRI)

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134.930 +0.790    +0.59%
01/04 - Closed. Currency in CHF
Type:  Fund
Market:  Switzerland
ISIN:  CH0484781684 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 459.19M
PostFinance Pension 100 134.930 +0.790 +0.59%

0P0001IFRI Holdings

 
Comprehensive information about top holdings and Key Holding Information for the PostFinance Pension 100 (0P0001IFRI) fund. Our PostFinance Pension 100 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 2.220 153.340 151.120
Shares 97.540 97.540 0.000
Bonds 0.180 0.180 0.000
Other 0.070 0.070 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.649 15.902
Price to Book 3.098 2.573
Price to Sales 2.345 1.806
Price to Cash Flow 12.314 10.318
Dividend Yield 2.373 2.893
5 Years Earnings Growth 14.064 11.832

Sector Allocation

Name  Net % Category Average
Technology 21.610 15.701
Financial Services 17.920 15.555
Healthcare 15.720 17.403
Industrials 9.930 12.010
Consumer Cyclical 9.300 8.155
Consumer Defensive 8.220 9.956
Communication Services 7.520 5.850
Basic Materials 4.700 6.211
Real Estate 1.930 4.095
Energy 1.920 4.492
Utilities 1.230 1.688

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 37

Number of short holdings: 20

Name ISIN Weight % Last Change %
UBS (CH) IF Eq Glb ESGLd Pas CHFh II U-X CH1112281790 31.73 - -
UBS (CH) IF Eqs Switz ESG PassAll II U-X CH0596284569 26.43 - -
UBS (CH) IF Eq Glb ESGLd Pas CHFh II I-X CH1112281782 16.92 - -
UBS (CH) IF Eq EM GlbESGLd PasII CHF I-X CH1167887459 11.48 - -
UBS (CH) IF Eq Glb ESG Ldrs Psv II I-X CH1112281725 7.25 - -
UBS (Lux) Eq Fd EM Sst Ldrs (USD)CHF I-X LU2459597451 3.85 - -
UBS (CH) Money Market Fund CHF I-X CH0048799156 0.99 - -
Banque Federative du Credit Mutuel 0% XS0954928783 0.25 - -
Emini S&P500 Esg Dec24 - 0.09 - -
E-mini S&P 500 Future Dec 24 - 0.05 - -

Top Equity Funds by UBS Fund Management (Switzerland) AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Institutional Fund 2 EquiP2X 8.24B 0.98 11.71 12.36
  UBS CH Institutional Fund 2 EquiPAX 4.28B 2.19 10.23 9.88
  UBS CH Vitainvest 50 World U 4.24B 7.32 -1.50 2.35
  UBS CH Institutional Fund 2 EquiSCA 2.87B 3.61 3.69 7.88
  UBS CH Institutional Fund 2 EquiSCX 2.87B -0.41 2.98 6.78
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