Breaking News
Get 40% Off 0
🚨 Volatile Markets? Find Hidden Gems for Serious Outperformance
Find Stocks Now
Close

Vontobel Fund (ch) - Ethos Equities Swiss Mid & Small A (0P00005VJT)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
478.260 +1.190    +0.25%
29/04 - Delayed Data. Currency in CHF ( Disclaimer )
Type:  Fund
Market:  Switzerland
ISIN:  CH0023568022 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 943.25M
Vontobel Fund CH - Ethos Equities Swiss Mid & Smal 478.260 +1.190 +0.25%

0P00005VJT Overview

 
Find basic information about the Vontobel Fund (ch) - Ethos Equities Swiss Mid & Small A 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 0P00005VJT MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change - 3.58%
Prev. Close477.07
Risk Rating
TTM Yield1.28%
ROE15.90%
IssuerN/A
Turnover63.68%
ROA4.90%
Inception DateDec 13, 2005
Total Assets943.25M
Expenses0.80%
Min. InvestmentN/A
Market Cap8.5B
CategorySwitzerland Small/Mid - Cap Equity
What is your sentiment on Vontobel Fund CH - Ethos Equities Swiss Mid & Smal?
or
Vote to see community's results!

Vontobel Fund (ch) - Ethos Equities Swiss Mid & Small A Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1011 1033 982 1002 1282 2082
Fund Return 1.12% 3.27% -1.76% 0.06% 5.09% 7.61%
Place in category 139 160 135 53 72 27
% in Category 51 59 56 30 42 22

Top Equity Funds by Vontobel Fonds Services AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  Raiffeisen Pension Invest Futura BI 4.22B 4.37 -1.89 2.41
  Raiffeisen Pension Invest Futura Ba 4.22B 2.04 -1.65 2.22
  Raiffeisen Futura Swiss Stock A 2.09B 2.12 2.41 6.12
  Raiffeisen Pension Invest Futura YI 1.47B 1.99 -2.99 0.86
  Raiffeisen Pension Invest Futura YA 1.47B 0.41 -3.02 0.73

Top Funds for Switzerland Small/Mid-Cap Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  CH0110869143 1.7B 4.61 -1.61 7.19
  SaraSelect C CHF 1.56B 1.79 -0.62 10.14
  SaraSelect P CHF 1.56B 1.67 -1.11 9.59
  SaraSelect M CHF 1.56B 2.07 0.47 11.29
  Pictet CH Swiss Mid Small Cap Z dy 1.45B 0.60 1.04 9.70

Top Holdings

Name ISIN Weight % Last Change %
  Lindt & Spruengli Part CH0010570767 8.28 10,400.0 +2.06%
  Schindler Ps CH0024638196 6.39 230.60 +0.61%
  Straumann Holding AG CH1175448666 5.91 123.60 -10.95%
  SGS CH1256740924 4.94 81.60 -0.75%
  Sandoz CH1243598427 4.66 30.92 +0.85%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy BUY
Summary Strong Buy Strong Buy Buy
Comment Guidelines

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.

0P00005VJT Comments

Write your thoughts about Vontobel Fund (ch) - Ethos Equities Swiss Mid & Small A
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email