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Pf - Esg Balanced Strategy Fund (0P00000OS8)

Switzerland

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123.520 +0.200 +0.16%

19/08 - Closed. Currency in CHF

Type: Fund

Market: Switzerland

ISIN: CH0007304386

Asset Class: Equity

Morningstar Rating:
Total Assets: 595.61M

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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	3.610	99.660	96.050
Shares	50.170	50.190	0.020
Bonds	37.610	37.610	0.000
Convertible	0.060	0.060	0.000
Other	8.550	8.550	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.087	17.947
Price to Book	3.083	2.975
Price to Sales	2.422	2.158
Price to Cash Flow	12.869	12.044
Dividend Yield	2.624	2.438
5 Years Earnings Growth	8.695	9.427

Sector Allocation

Name	Net %	Category Average
Healthcare	19.920	18.815
Financial Services	18.840	17.678
Technology	16.230	17.879
Industrials	10.340	11.297
Consumer Defensive	10.010	10.065
Consumer Cyclical	8.590	8.513
Communication Services	6.490	5.356
Basic Materials	4.990	5.061
Real Estate	1.950	3.124
Energy	1.550	2.112
Utilities	1.080	1.737

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 44

Number of short holdings: 17

Name	ISIN	Weight %	Last	Change %
UBS InvF Eq SwitzerlandESGPassAll II IXa	CH0594527720	22.71	-	-
UBSCH IF3 GblAgBdsESGPass CHFh II I-Xacc	CH1162399898	14.02	-	-
UBS InvF Bds CHF Inl ESG Pas II I-X-acc	CH0594527738	12.65	-	-
UBS (CH) IF Eq Glb ESG Ldrs Psv II I-X	CH1112281725	9.92	-	-
UBS (CH) IF Eq Glb ESGLd Pas CHFh II I-X	CH1112281782	9.49	-	-
UBS CH IF3 RealEstSwitzFdsIdxNSL I-Xacc	CH0042114378	8.58	-	-
UBS (CH) IF Eq EM GlbESGLd PasII CHF I-X	CH1167887459	8.27	-	-
UBSCH IF3 Bds USD EmMaAgESGIdxHgdNSL IXa	CH0244558836	7.10	-	-
UBS (CH) InvF Bds CHF Aus ESG Pas II IX	CH0594527746	3.95	-	-
UBS (CH) Money Market Fund CHF I-X	CH0048799156	2.18	-	-

Top Equity Funds by UBS Fund Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
UBS CH Institutional Fund 2 EquiP2X	9.2B	-2.52	11.24	11.72
UBS CH Institutional Fund 2 EquiPAX	4.87B	-0.49	10.48	9.38
UBS CH Vitainvest 50 World U	4.31B	1.63	2.57	2.30
UBS CH Institutional Fund 2 EquiSCX	3.17B	-2.01	4.22	6.33
UBS CH Institutional Fund 2 EquiSCB	3.17B	-2.04	4.16	6.27

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