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

Switzerland

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119.800 -0.080 -0.07%

31/03 - Closed. Currency in CHF

Type: Fund

Market: Switzerland

ISIN: CH0036741061

Asset Class: Equity

Morningstar Rating:
Total Assets: 53.9M

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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 Change0.34%

Prev. Close119.88

Risk Rating

TTM YieldN/A

ROE26.23%

IssuerN/A

Turnover20%

ROA10.63%

Inception DateJan 31, 2008

Total Assets53.9M

Expenses0.65%

Min. Investment500,000

Market Cap123.45B

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	1009	1003	1047	1017	1109	1216
Fund Return	0.86%	0.29%	4.72%	0.57%	2.09%	1.98%
Place in category	436	409	359	248	62	46
% in Category	83	77	70	57	14	23

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
Julius Baer Institutional BVG LPP F	3.88B	1.88	1.66	3.76
Julius Baer Institutional BVG LPPb1	3.88B	7.67	0.30	3.34
Julius Baer Institutional BVG LPPB2	3.88B	7.88	0.48	3.52
Aktien USA Passiv CHF E3	2B	0.83	10.69	11.22
Aktien USA Passiv CHF A1	2B	0.95	11.58	12.15

Top Funds for CHF Cautious Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
UBS CH Vitainvest 25 World U	1.6B	4.24	-2.53	0.75
UBS Strategy Fund Yield CHF K 1 acc	1.51B	2.30	-0.78	0.66
Raiffeisen Pension Invest Futura YA	1.35B	4.01	-2.95	0.39
Raiffeisen Pension Invest Futura YI	1.35B	1.47	-0.70	0.46
UBS CH Suisse 25 CHF Q dist	1.14B	6.55	-0.47	1.82

Top Holdings

Name	ISIN	Weight %	Last	Change %
Julius Baer Institutional Funds - Julius Baer Inst	CH0125176831	20.06	91.730	+0.13%
Julius Baer Institutional Funds - Julius Baer Inst	CH0021349698	12.06	85.120	+0.46%
SPDR MSCI World UCITS	IE00BFY0GT14	7.31	38.82	+1.29%
Julius Baer Institutional Funds - Julius Baer Inst	CH0021349607	4.05	107.030	+0.25%
GAM Inst - World Bond B2	CH1210486507	3.87	-	-

Technical Summary

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

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