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Pf - Esg Balanced Strategy Fund (0P00000OS8)

Switzerland

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122.450 +0.240 +0.20%

29/07 - Closed. Currency in CHF

Type: Fund

Market: Switzerland

ISIN: CH0007304386

Asset Class: Equity

Morningstar Rating:
Total Assets: 592.03M

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0P00000OS8 Holdings

Comprehensive information about top holdings and Key Holding Information for the PostFinance Fonds 4 (0P00000OS8) fund. Our PostFinance Fonds 4 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	3.520	82.890	79.370
Shares	49.730	49.810	0.080
Bonds	38.000	38.000	0.000
Convertible	0.190	0.190	0.000
Other	8.570	8.570	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.948	17.876
Price to Book	3.052	2.960
Price to Sales	2.397	2.154
Price to Cash Flow	12.811	11.981
Dividend Yield	2.607	2.436
5 Years Earnings Growth	8.295	9.511

Sector Allocation

Name	Net %	Category Average
Healthcare	19.450	18.883
Financial Services	18.920	17.732
Technology	15.210	17.602
Consumer Defensive	10.700	10.091
Industrials	10.090	11.298
Consumer Cyclical	9.080	8.583
Communication Services	6.430	5.252
Basic Materials	5.580	5.173
Real Estate	1.950	3.120
Energy	1.530	2.159
Utilities	1.060	1.750

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 41

Number of short holdings: 22

Name	ISIN	Weight %	Last	Change %
UBS InvF Eq SwitzerlandESGPassAll II IXa	CH0594527720	23.12	-	-
UBSCH IF3 GblAgBdsESGPass CHFh II I-Xacc	CH1162399898	14.78	-	-
UBS InvF Bds CHF Inl ESG Pas II I-X-acc	CH0594527738	12.78	-	-
UBS (CH) IF Eq Glb ESG Ldrs Psv II I-X	CH1112281725	10.27	-	-
UBS CH IF3 RealEstSwitzFdsIdxNSL I-Xacc	CH0042114378	8.55	-	-
UBS (CH) IF Eq Glb ESGLd Pas CHFh II I-X	CH1112281782	8.53	-	-
UBS (CH) IF Eq EM GlbESGLd PasII CHF I-X	CH1167887459	8.11	-	-
UBSCH IF3 Bds USD EmMaAgESGIdxHgdNSL IXa	CH0244558836	6.97	-	-
UBS Inv Fd- Bd CHF Aus ESG Pas II IX	CH0594527746	3.97	-	-
UBS (CH) Money Market Fund CHF I-X	CH0048799156	1.78	-	-

Top Equity Funds by UBS Fund Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
UBS CH Institutional Fund 2 EquiP2X	9.16B	-6.60	12.80	11.77
UBS CH Institutional Fund 2 EquiPAX	4.79B	-3.82	11.92	9.51
UBS CH Vitainvest 50 World U	4.28B	0.62	3.59	2.43
UBS CH Institutional Fund 2 EquiSCX	3.07B	-7.15	1.56	5.82
UBS CH Institutional Fund 2 EquiSCB	3.07B	-7.17	1.50	5.76

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