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Institutional Bvg/lpp - Bvg/lpp 25 Plus A (0P0000A9IW)

Switzerland

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118.380 +0.090 +0.08%

28/04 - Closed. Currency in CHF

Type: Fund

Market: Switzerland

ISIN: CH0036741061

Asset Class: Equity

Morningstar Rating:
Total Assets: 52.84M

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0P0000A9IW Overview

Find basic information about the Institutional Bvg/lpp - Bvg/lpp 25 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 0P0000A9IW MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change0.75%

Prev. Close118.29

Risk Rating

TTM YieldN/A

ROE26.28%

IssuerN/A

Turnover20%

ROA10.71%

Inception DateJan 31, 2008

Total Assets52.84M

Expenses0.65%

Min. Investment500,000

Market Cap118.35B

CategoryCHF Cautious Allocation

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Institutional Bvg/lpp - Bvg/lpp 25 Plus A Analysis

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	990	990	1009	998	1141	1195
Fund Return	-0.95%	-0.95%	0.92%	-0.07%	2.68%	1.8%
Place in category	467	467	392	296	107	47
% in Category	87	87	78	66	27	23

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
Julius Baer Institutional BVG LPP F	3.79B	0.29	1.65	3.33
Julius Baer Institutional BVG LPPb1	3.79B	0.34	1.76	3.43
Julius Baer Institutional BVG LPPB2	3.79B	0.36	1.93	3.61
Aktien USA Passiv CHF A1	2.18B	-6.82	7.29	11.16
Aktien USA Passiv CHF D3	2.18B	-6.92	6.75	10.52

Top Funds for CHF Cautious Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
UBS CH Vitainvest 25 World U	1.56B	-0.87	-1.08	0.50
UBS Strategy Fund Yield CHF K 1 acc	1.46B	-0.03	-1.33	0.39
Raiffeisen Pension Invest Futura YA	1.32B	0.02	-0.73	0.21
Raiffeisen Pension Invest Futura YI	1.32B	0.01	-0.73	0.21
UBS CH Suisse 25 CHF Q dist	1.12B	0.41	1.04	1.63

Top Holdings

Name	ISIN	Weight %	Last	Change %
Julius Baer Institutional Funds - Julius Baer Inst	CH0125176831	18.91	92.050	-0.03%
Julius Baer Institutional Funds - Julius Baer Inst	CH0021349698	11.33	81.000	-0.37%
SPDR MSCI World UCITS	IE00BFY0GT14	6.51	38.73	+0.60%
Julius Baer Institutional Funds - Julius Baer Inst	CH0021349607	3.81	108.100	-0.05%
UBS plc MSCI ACWI SF hedged CHF A-acc	IE00BYM11L64	3.65	185.68	+0.57%

Technical Summary

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

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Recent Quotes

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