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Institutional Bvg/lpp - Bvg/lpp 60 Plus A (0P0000A9J3)

Switzerland

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171.500 -1.070 -0.62%

12/11 - Closed. Currency in CHF

Type: Fund

Market: Switzerland

ISIN: CH0036750690

Asset Class: Equity

Morningstar Rating:
Total Assets: 116.54M

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0P0000A9J3 Overview

Find basic information about the Institutional Bvg/lpp - Bvg/lpp 60 Plus A 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 0P0000A9J3 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change14.95%

Prev. Close172.57

Risk Rating

TTM YieldN/A

ROE25.12%

IssuerN/A

Turnover81%

ROA9.66%

Inception DateJan 31, 2008

Total Assets116.54M

Expenses0.58%

Min. Investment500,000

Market Cap96.67B

CategoryCHF Aggressive Allocation

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Institutional Bvg/lpp - Bvg/lpp 60 Plus A Analysis

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EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1099	997	1170	1032	1276	1566
Fund Return	9.95%	-0.34%	17%	1.05%	5%	4.59%
Place in category	152	152	142	59	33	6
% in Category	48	53	44	27	20	9

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
Julius Baer Institutional BVG LPP F	3.87B	6.44	0.82	3.24
Julius Baer Institutional BVG LPPb1	3.87B	6.52	0.92	3.34
Julius Baer Institutional BVG LPPB2	3.87B	6.67	1.10	3.52
Aktien USA Passiv CHF A1	2.16B	23.93	6.21	11.52
Aktien USA Passiv CHF D3	2.16B	23.46	5.67	10.88

Top Funds for CHF Aggressive Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Raiffeisen Index Fonds Pension Grow	1.35B	10.70	-0.44	3.31
Raiffeisen Index Fonds Pension Gr	1.35B	10.70	-0.44	3.29
CH0293174600	1.08B	8.90	0.19	-
UBS Strategy Fund Growth CHF Q acc	670.97M	8.48	-0.46	3.09
UBS CH Suisse 65 CHF P dist	436.37M	7.11	-1.05	3.54

Top Holdings

Name	ISIN	Weight %	Last	Change %
Julius Baer Institutional Funds - Julius Baer Inst	CH0125176831	5.38	92.890	-0.41%
GAM Inst - World Bond B2	CH1210486507	3.59	-	-
SPDR MSCI World UCITS	IE00BFY0GT14	2.84	39.93	-0.03%
Roche Holding Participation	CH0012032048	2.75	263.10	+0.23%
Nestle	CH0038863350	2.49	77.72	-0.36%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Julius Baer Insti.	171.500	-1.070	-0.62%