_breaking_news
_invpro_navbar_button_upgrade_to_pro 0
_Close

Ubs (lux) Equity Sicav - Swiss Opportunity (chf) Q-acc (0P00016OMT)

_createAlert
_New
_createAlert
_Website2
  • _alert_info_popup_website1
  • _alert_info_popup_website2
_mobile_app
  • _alert_info_popup_website2
  • _alert_info_popup_mobileapp2

_conditionAlert

_alert_center_frequency

_onceAlert
%

_alert_center_frequency

_alert_center_frequency

_createAlert_popup_deliveryMethod

_createAlert_popup_status

_addRemoveToPortfolio Add to Watchlist
_add_to_watchlist
Add Position

_position_added_successfully

_addPosition_popup_nameNew
 
169.450 +0.760    +0.45%
21/11 - Closed. Currency in CHF
_instr_instrument_type:  _fund_pair_type
_instr_instrument_market:  Switzerland
_instr_instrument_isin:  LU1240788148 
  • _mutual_funds_morningstar_rating36:
  • _instr_totalassets: 51.75M
UBS Lux Equity SICAV - Swiss Opportunity CHF Q-acc 169.450 +0.760 +0.45%

0P00016OMT Overview

 
Find basic information about the Ubs (lux) Equity Sicav - Swiss Opportunity (chf) Q-acc 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 0P00016OMT MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

_asset_allocation

_createAlert
Add to Watchlist
_addRemoveToPortfolio  
_add_to_watchlist
Add Position

_position_added_successfully

_addPosition_popup_nameNew
 
_createAlert
_New
_createAlert
_Website2
  • _alert_info_popup_website1
  • _alert_info_popup_website2
_mobile_app
  • _alert_info_popup_website2
  • _alert_info_popup_mobileapp2

_conditionAlert

_alert_center_frequency

_onceAlert
%

_alert_center_frequency

_alert_center_frequency

_createAlert_popup_deliveryMethod

_createAlert_popup_status

_Name _net_percent _longpercent _shortpercent
_cash 0.670 0.860 0.190
_stocks 99.330 99.330 0.000

_style_box

_value_growth_measures

_Ratios _value _category_average
_instr_pe_ratio 16.478 18.163
_stockscreener_price_to_book 2.926 3.294
_stockscreener_price_to_sales 1.752 2.091
_stockscreener_price_to_cash 14.499 14.060
_instr_dividendsyield 3.179 2.889
_5_years_earnings_growth 8.190 10.648

_sector_allocation

_Name _net_percent _category_average
_sector_healthcare 33.110 30.261
_sector_financial_services 27.430 20.100
_sector_consumer_defensive 13.260 13.854
_sector_industrials 13.130 16.163
_sector_technology 4.890 3.827
_sector_consumer_cyclical 4.390 5.313
_sector_communication_services 2.730 2.720
_sector_basic_materials 1.060 8.378

_region_allocation

  • _region_europe_developed
  • _funds_developed_markets

_top_holdings

_number_long_holdings: 47

_number_short_holdings: 5

_Name _instr_instrument_isin _holdings_weight _cross_rates_Last _holdings_change
  Novartis CH0012005267 10.04 93.68 +2.32%
  Roche Holding Participation CH0012032048 9.94 254.30 +1.27%
  Nestle CH0038863350 9.33 76.00 +0.05%
  Zurich Insurance Group CH0011075394 7.43 553.00 +0.99%
  ABB CH0012221716 4.91 50.16 +1.17%
  UBS Group CH0244767585 4.70 28.30 +0.57%
  Swiss Re CH0126881561 4.66 128.30 +0.86%
  Lonza Group CH0013841017 4.13 521.40 -0.04%
  Alcon CH0432492467 3.76 76.68 +1.03%
  Swiss Life Holding CH0014852781 3.64 733.60 +0.88%

  _Name _funds_rating_column _instr_totalassets _time_period_YTD_percent _time_period_3y_percent _time_period_10y_percent
  UBS Strategy Fund Yield CHF K 1 acc 1.62B 4.89 -2.34 0.94
  UBS Strategy Fund Growth CHF Q acc 664.64M 8.48 -0.46 3.09
  UBS Equity S European High Dividend 152.3M 8.54 3.94 3.03
_comment_guidlines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00016OMT Comments

_equities_comments_default_text
 
_delete_chart
 
_discussion_button_post
_comments_post_also_to
 
_replace_comment_chart
1000
_auto_block_message
_comments_antispam_message
_pending_comment_alert
 
_delete_chart
 
_discussion_button_post
 
_replace_comment_chart
1000
_auto_block_message
_comments_antispam_message
_add_chart_to_comment
_confirm_block

_block_confirmation_question

_block_confirmation_explanation

_block_confirmation_message

_reblock_message_48_hours

_report_comment

_report_comment_header

_comment_flagged

_ThankYou

_comment_flagged_message
_login_signin_apple
Continue with Google
_or
_login_signUp_email