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Pf - Esg Balanced Strategy Fund (0P00000OS8)

Switzerland

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116.930 +0.570 +0.49%

24/04 - Closed. Currency in CHF

Type: Fund

Market: Switzerland

ISIN: CH0007304386

Asset Class: Equity

Morningstar Rating:
Total Assets: 572.13M

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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	4.420	101.310	96.890
Shares	49.500	49.540	0.040
Bonds	37.900	44.020	6.120
Convertible	0.090	0.090	0.000
Other	8.080	8.080	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.530	17.624
Price to Book	3.054	2.967
Price to Sales	2.308	2.136
Price to Cash Flow	13.063	12.087
Dividend Yield	2.545	2.424
5 Years Earnings Growth	10.679	10.956

Sector Allocation

Name	Net %	Category Average
Healthcare	20.630	19.220
Financial Services	18.780	17.916
Technology	15.210	17.608
Consumer Defensive	10.120	9.905
Industrials	10.020	11.078
Consumer Cyclical	9.030	8.634
Communication Services	6.030	5.238
Basic Materials	5.610	4.980
Real Estate	1.910	3.147
Energy	1.650	2.314
Utilities	1.010	1.677

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 51

Number of short holdings: 30

Name	ISIN	Weight %	Last	Change %
UBS InvF Eq SwitzerlandESGPassAll II IXa	CH0594527720	23.54	-	-
UBSCH IF3 GblAgBdsESGPass CHFh II I-Xacc	CH1162399898	15.18	-	-
UBS InvF Bds CHF Inl ESG Pas II I-X-acc	CH0594527738	11.92	-	-
UBS (CH) IF Eq Glb ESG Ldrs Psv II I-X	CH1112281725	9.47	-	-
UBS (CH) IF Eq EM GlbESGLd PasII CHF I-X	CH1167887459	8.25	-	-
UBS CH IF3 RealEstSwitzFdsIdxNSL I-Xacc	CH0042114378	8.06	-	-
UBS (CH) IF Eq Glb ESGLd Pas CHFh II I-X	CH1112281782	7.70	-	-
UBSCH IF3 Bds USD EmMaAgESGIdxHgdNSL IXa	CH0244558836	7.22	-	-
UBS Inv Fd- Bd CHF Aus ESG Pas II IX	CH0594527746	3.99	-	-
UBS (CH) Money Market Fund CHF I-X	CH0048799156	2.05	-	-

Top Equity Funds by UBS Fund Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
UBS CH Institutional Fund 2 EquiP2X	7.72B	-6.77	7.41	11.36
UBS CH Institutional Fund 2 EquiPAX	4.24B	-4.31	6.73	9.07
UBS CH Vitainvest 50 World U	4.11B	-1.00	-0.01	2.07
UBS CH Institutional Fund 2 EquiSCB	2.7B	-6.01	0.52	5.83
UBS CH Institutional Fund 2 EquiSCA	2.7B	-6.05	0.32	5.61

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Recent Quotes

Name	Price	Chg.	Chg. %
PostFinance Fonds.	116.930	+0.570	+0.49%
iShares iBonds De.	4.98	0.00	0.00%
DFS GIF Canadian .	19.530	0.000	0.00%