Breaking News
FLASH SALE 0
FLASH SALE: Get 50% off InvestingPro | Stop guessing, start investing
Lock in this rate
Close

Postfinance Pension Esg 100 Fund (0P0001IFRI)

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
 
143.020 +0.960    +0.68%
18/02 - Closed. Currency in CHF
Type:  Fund
Market:  Switzerland
ISIN:  CH0484781684 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 479.51M
PostFinance Pension 100 143.020 +0.960 +0.68%

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

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 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 15.742
Price to Book 3.098 2.548
Price to Sales 2.345 1.791
Price to Cash Flow 12.314 10.266
Dividend Yield 2.373 2.911
5 Years Earnings Growth 14.064 11.977

Sector Allocation

Name  Net % Category Average
Technology 21.610 15.665
Financial Services 17.920 15.361
Healthcare 15.720 17.566
Industrials 9.930 11.868
Consumer Cyclical 9.300 8.084
Consumer Defensive 8.220 10.039
Communication Services 7.520 5.893
Basic Materials 4.700 6.294
Real Estate 1.930 4.149
Energy 1.920 4.529
Utilities 1.230 1.675

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 9.24B 3.25 10.84 13.59
  UBS CH Institutional Fund 2 EquiPAX 4.71B 3.66 9.24 11.01
  UBS CH Vitainvest 50 World U 4.45B 7.32 -1.50 2.35
  UBS CH Institutional Fund 2 EquiSCX 3.17B 3.63 3.95 8.17
  UBS CH Institutional Fund 2 EquiSCB 3.17B 3.63 3.89 8.11
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.

0P0001IFRI Comments

Write your thoughts about Postfinance Pension Esg 100 Fund
 
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