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Swisscanto (ch) Institutional Pension Fund V (ipf V) - Swisscanto (ch) Ipf V Sustainable Portfolio 4 (0P0000FYTP)

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167.297 +0.144    +0.09%
28/03 - Delayed Data. Currency in CHF
Type:  Fund
Market:  Switzerland
ISIN:  CH0023798017 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 533.25M
Swisscanto CH Portfolio Fund Green Invest AST BVG 167.297 +0.144 +0.09%

0P0000FYTP Overview

 
Find basic information about the Swisscanto (ch) Institutional Pension Fund V (ipf V) - Swisscanto (ch) Ipf V Sustainable Portfolio 4 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 0P0000FYTP MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change2.48%
Prev. Close167.153
Risk Rating
TTM YieldN/A
ROE24.56%
IssuerN/A
Turnover47.16%
ROA9.97%
Inception DateDec 30, 2005
Total Assets533.25M
Expenses0.85%
Min. Investment1
Market Cap97.41B
CategoryCHF Moderate Allocation
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Swisscanto (ch) Institutional Pension Fund V (ipf V) - Swisscanto (ch) Ipf V Sustainable Portfolio 4 Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1019 1014 1072 1059 1180 1354
Fund Return 1.94% 1.44% 7.22% 1.94% 3.37% 3.08%
Place in category 418 373 328 208 117 35
% in Category 71 64 58 44 29 19

Top Equity Funds by Swisscanto Fondsleitung AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  Swisscanto CH IPF I Index Equity Fu 7.47B 3.52 9.32 10.99
  Swisscanto CH IPF III Index EquAST 6.05B 28.59 6.60 9.22
  Swisscanto CH IPF I Index Equity CH 2.53B 2.22 10.24 9.82
  CH0296590281 2.53B 3.48 7.85 -
  CH0315621927 1.72B 15.21 -2.36 -

Top Funds for CHF Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Vitainvest 50 World U 4.27B 7.32 -1.50 2.35
  Raiffeisen Pension Invest Futura BI 4.25B 2.68 0.50 1.94
  Raiffeisen Pension Invest Futura Ba 4.25B 6.47 -2.59 1.75
  Julius Baer Institutional BVG LPP F 3.89B 1.88 1.66 3.76
  Julius Baer Institutional BVG LPPb1 3.89B 7.67 0.30 3.34

Top Holdings

Name ISIN Weight % Last Change %
  Swisscanto CH Bond Fund Nachhaltigkeit CHF N Klass CH0034335551 28.73 1,246.062 +0.28%
SWC (CH) BF Sust Glbl Aggregate NTH1 CHF CH0507184668 24.09 - -
SWC (CH) EF Sust Switzerland NT CHF CH0414176773 22.33 - -
SWC (CH) IPF II EF Sustainable ST CHF CH0568203746 18.52 - -
SWC (CH) EF Sustainable EmMa NT CHF CH0555645537 4.01 - -

Technical Summary

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