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Ubs (ch) Equity Fund - Mid Caps Switzerland (chf) F (0P0000Z519)

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3,581.740 +17.080    +0.48%
23/12 - Closed. Currency in CHF
Type:  Fund
Market:  Switzerland
ISIN:  CH0215017697 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.38B
UBS CH Equity Fund - Mid Caps Switzerland CHF F 3,581.740 +17.080 +0.48%

0P0000Z519 Overview

 
Find basic information about the Ubs (ch) Equity Fund - Mid Caps Switzerland (chf) F 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 0P0000Z519 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change - 0.24%
Prev. Close3,564.66
Risk Rating
TTM Yield2.15%
ROE19.14%
IssuerN/A
Turnover - 2.86%
ROA6.98%
Inception DateJun 14, 2013
Total Assets1.38B
Expenses0.48%
Min. InvestmentN/A
Market Cap10.04B
CategorySwitzerland Small/Mid - Cap Equity
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Ubs (ch) Equity Fund - Mid Caps Switzerland (chf) F Analysis


Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1073 1019 1108 918 1193 2133
Fund Return 7.33% 1.93% 10.82% -2.82% 3.59% 7.87%
Place in category 162 202 169 71 153 40
% in Category 64 75 69 42 81 34

Top Equity Funds by UBS Fund Management (Switzerland) AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Institutional Fund 2 EquiP2X 9.15B 34.35 9.07 12.32
  UBS CH Institutional Fund 2 EquiPAX 4.49B 28.57 7.61 9.70
  UBS CH Vitainvest 50 World U 4.41B 8.31 -0.67 2.51
  UBS CH Institutional Fund 2 EquiSCX 2.76B 11.50 -1.36 6.69
  UBS CH Institutional Fund 2 EquiSCB 2.76B 11.45 -1.42 6.63

Top Funds for Switzerland Small/Mid-Cap Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  CH0110869143 1.84B 4.76 -3.66 6.68
  Pictet CH Swiss Mid Small Cap Z dy 1.39B -2.25 -4.34 8.43
  Pictet CH Swiss Mid Small Cap I dy 1.39B -2.86 -4.87 7.73
  Pictet CH Swiss Mid Small Cap P dy 1.39B -3.22 -5.19 7.34
  Pictet CH Swiss Mid Small Cap R dy 1.39B -3.65 -5.70 6.80

Top Holdings

Name ISIN Weight % Last Change %
  Lindt & Spruengli Part CH0010570767 8.97 10,140.0 +1.50%
  Schindler Ps CH0024638196 5.81 250.80 +0.72%
  Kuehne & Nagel CH0025238863 5.77 207.50 +1.22%
  Julius Baer CH0102484968 4.93 58.64 +1.52%
  Baloise Holding CH0012410517 4.00 164.60 +0.37%

Technical Summary

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