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Zurich Invest Ii - Target Investment Fund 35 Chf C (3833995)

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14.850 +0.050    +0.34%
11/11 - Closed. Currency in CHF
Type:  Fund
Market:  Switzerland
ISIN:  CH0038339955 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 720.25M
Zurich Invest II - Target Investment Fund 35 CHF C 14.850 +0.050 +0.34%

3833995 Overview

 
Find basic information about the Zurich Invest Ii - Target Investment Fund 35 Chf C 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 3833995 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change9.35%
Prev. Close14.8
Risk Rating
TTM YieldN/A
ROE24.69%
IssuerN/A
Turnover35%
ROA9.77%
Inception DateJun 14, 2010
Total Assets720.25M
Expenses1.32%
Min. Investment1
Market Cap82.3B
CategoryCHF Cautious Allocation
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Zurich Invest Ii - Target Investment Fund 35 Chf C Analysis


Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1054 998 1098 953 1065 1203
Fund Return 5.39% -0.2% 9.81% -1.59% 1.26% 1.86%
Place in category 149 390 156 282 89 49
% in Category 29 79 31 67 23 26

Top Equity Funds by Zurich Invest AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  Julius Baer Institutional BVG LPPb1 3.89B 6.52 0.92 3.34
  Julius Baer Institutional BVG LPPB2 3.89B 6.67 1.10 3.52
  Julius Baer Institutional BVG LPP F 3.89B 6.44 0.82 3.24
  Aktien USA Passiv CHF E3 2.16B 23.15 5.36 10.59
  Aktien USA Passiv CHF A1 2.16B 23.93 6.21 11.52

Top Funds for CHF Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Vitainvest 25 World U 1.7B 0.92 -2.55 1.10
  UBS Strategy Fund Yield CHF K 1 acc 1.64B 4.89 -2.34 0.94
  Raiffeisen Pension Invest Futura YA 1.45B 2.57 -3.53 0.73
  Raiffeisen Pension Invest Futura YI 1.45B 3.79 -2.80 0.56
  UBS CH Suisse 25 CHF Q dist 1.2B 1.07 -0.28 1.76

Top Holdings

Name ISIN Weight % Last Change %
ZIF Aktien Schweiz Passiv CHF E1 CH0026033727 15.59 - -
ZIF Obligationen CHF Inland CHF K1 CH0451645987 11.06 - -
ZIF Obligationen CHF Ausland CHF E1 CH0024445402 10.54 - -
ZIF Wandelanleihen Global CHF E3 CH0339407949 9.08 - -
ZIF Obligationen Unterneh USD E1 Hg CH0185037394 7.57 - -

Technical Summary

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