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

Switzerland

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405.330 -0.340 -0.08%

21/11 - Closed. Currency in CHF

Type: Fund

Market: Switzerland

ISIN: CH0011764310

Asset Class: Equity

Morningstar Rating:
Total Assets: 780.73M

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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	1.430	1.440	0.010
Shares	98.570	98.570	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.255	21.264
Price to Book	2.724	3.141
Price to Sales	0.996	1.511
Price to Cash Flow	14.133	15.175
Dividend Yield	2.816	2.299
5 Years Earnings Growth	7.129	11.011

Sector Allocation

Name	Net %	Category Average
Industrials	31.280	33.807
Healthcare	19.140	18.638
Financial Services	18.330	13.915
Consumer Defensive	11.150	9.400
Technology	10.200	11.884
Consumer Cyclical	6.160	5.184
Basic Materials	2.220	5.208
Real Estate	1.530	4.864

Region Allocation

Equities

Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 55

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Lindt & Spruengli Part	CH0010570767	8.64	10,020.0	+1.01%
Sandoz	CH1243598427	5.18	40.60	+2.40%
Schindler Ps	CH0024638196	4.94	254.60	+1.19%
SGS	CH1256740924	4.79	86.72	+0.93%
Julius Baer	CH0102484968	4.78	56.30	+1.30%
Straumann Holding AG	CH1175448666	4.75	111.50	+2.48%
Baloise Holding	CH0012410517	3.57	168.50	+0.60%
Banque Cantonale	CH0531751755	3.09	88.05	+1.27%
SIG Group	CH0435377954	2.98	17.63	+2.86%
Galenica Sante	CH0360674466	2.85	77.15	+1.71%

Top Equity Funds by UBS Fund Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
UBS CH Institutional Fund 2 EquiP2X	9.64B	24.08	6.31	11.73
UBS CH Vitainvest 50 World U	4.36B	2.45	-0.62	2.66
UBS CH Institutional Fund 2 EquiPAX	4.4B	20.41	4.96	9.21
UBS CH Institutional Fund 2 EquiSCX	2.83B	11.68	-0.82	6.98
UBS CH Institutional Fund 2 EquiSCB	2.83B	11.63	-0.87	6.92

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Recent Quotes

	Name	Price	Chg.	Chg. %
	UBS CH Institutio.	405.330	-0.340	-0.08%