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Ubs (ch) Institutional Fund - Small & Mid Cap Equities Switzerland I-b (0P00001QJH)

Switzerland

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458.710 +2.930 +0.64%

24/07 - Closed. Currency in CHF

Type: Fund

Market: Switzerland

ISIN: CH0011764310

Asset Class: Equity

Morningstar Rating:
Total Assets: 934.43M

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0P00001QJH Holdings

Comprehensive information about top holdings and Key Holding Information for the UBS CH Institutional Fund - Small & Mid Cap Equiti (0P00001QJH) fund. Our UBS CH Institutional Fund - Small & Mid Cap Equiti 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	1.460	2.560	1.100
Shares	98.540	98.540	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.462	21.496
Price to Book	2.844	3.089
Price to Sales	1.830	1.626
Price to Cash Flow	18.282	16.033
Dividend Yield	2.679	2.360
5 Years Earnings Growth	7.113	9.889

Sector Allocation

Name	Net %	Category Average
Industrials	28.070	32.329
Healthcare	26.050	20.647
Financial Services	18.450	14.663
Consumer Defensive	12.460	9.590
Technology	6.070	11.102
Consumer Cyclical	4.530	4.200
Real Estate	2.410	4.952
Basic Materials	1.970	4.475

Region Allocation

Equities

Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 50

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Lindt & Spruengli Part	CH0010570767	9.12	12,100.0	-2.58%
Sandoz	CH1243598427	6.39	47.10	-1.90%
Schindler Ps	CH0024638196	6.03	295.40	-0.20%
SGS	CH1256740924	5.31	84.00	+0.41%
Julius Baer	CH0102484968	5.00	56.30	-0.81%
Galderma	CH1335392721	4.71	134.50	+0.75%
Straumann Holding AG	CH1175448666	4.36	109.35	-0.23%
Baloise Holding	CH0012410517	3.50	197.10	-0.66%
Belimo Holding	CH1101098163	3.09	914.5	-0.97%
Galenica Sante	CH0360674466	2.86	87.70	-0.85%

Top Equity Funds by UBS Fund Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
UBS CH Institutional Fund 2 EquiP2X	9B	-6.60	12.80	11.77
UBS CH Institutional Fund 2 EquiPAX	4.73B	-3.82	11.92	9.51
UBS CH Vitainvest 50 World U	4.27B	0.62	3.59	2.43
UBS CH Institutional Fund 2 EquiSCX	3.05B	-7.15	1.56	5.82
UBS CH Institutional Fund 2 EquiSCB	3.05B	-7.17	1.50	5.76

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Recent Quotes

Name	Price	Chg.	Chg. %
UBS CH Institutio.	458.710	+2.930	+0.64%
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CHFFF	0.4707	0.0000	0.00%
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