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Swisscanto (ch) Institutional Pension Fund Iii (ipf Iii) - Swc (ch) Ipf Iii Ief Msci®wldexch Astt (0P0001505S)

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330.987 -0.302    -0.09%
30/04 - Closed. Currency in CHF
Type:  Fund
Market:  Switzerland
ISIN:  CH0133930260 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 6.37B
Swisscanto CH IPF III Index Equity Fund MSCI World 330.987 -0.302 -0.09%

0P0001505S Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Swisscanto CH IPF III Index Equity Fund MSCI World (0P0001505S) fund. Our Swisscanto CH IPF III Index Equity Fund MSCI World portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Shares 101.540 101.540 0.000
Other 0.080 0.080 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.563 18.096
Price to Book 2.971 3.015
Price to Sales 2.216 2.222
Price to Cash Flow 12.341 12.092
Dividend Yield 2.015 2.047
5 Years Earnings Growth 9.976 10.405

Sector Allocation

Name  Net % Category Average
Technology 25.610 23.529
Financial Services 16.730 16.908
Healthcare 10.540 13.101
Industrials 10.270 11.632
Consumer Cyclical 10.080 10.561
Communication Services 8.260 7.897
Consumer Defensive 6.160 7.497
Energy 4.260 3.539
Basic Materials 3.020 3.983
Utilities 2.830 2.553
Real Estate 2.250 2.761

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 1,326

Number of short holdings: 2

Name ISIN Weight % Last Change %
  Apple US0378331005 5.08 205.35 -3.74%
  NVIDIA US67066G1040 4.04 114.50 +2.59%
  Microsoft US5949181045 4.03 435.28 +2.32%
  Amazon.com US0231351067 2.74 189.98 -0.12%
  Meta Platforms US30303M1027 1.91 597.02 +4.34%
  Alphabet A US02079K3059 1.37 164.03 +1.69%
  Alphabet C US02079K1079 1.18 165.81 +1.86%
  Tesla US88160R1014 1.14 287.21 +2.38%
  Broadcom US11135F1012 1.13 203.64 +3.20%
  Berkshire Hathaway B US0846707026 1.08 539.80 +1.80%

Top Equity Funds by Swisscanto Fondsleitung AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  Swisscanto CH IPF I Index Equity Fu 7.16B -4.92 6.68 8.99
  CH0296590281 2.4B 3.48 7.85 -
  Swisscanto CH IPF I Index Equity CH 2.4B -4.28 6.75 9.01
  CH0315621927 1.56B 15.21 -2.36 -
  Swisscanto CH Equity Fund NachhaltN 917.91M -5.68 4.72 10.21
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