Breaking News
Get 55% Off 0
🏃 Grab this Black Friday offer early. Get up to 55% off InvestingPro now!
CLAIM SALE
Close

Swisscanto (ch) Equity Fund Responsible Switzerland Aa Chf (0P00000J9O)

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
 
2,065.719 +15.170    +0.74%
11/11 - Closed. Currency in CHF
Type:  Fund
Market:  Switzerland
ISIN:  CH0011792451 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 851.01M
Swisscanto (CH) Equity Fund Responsible Switzerlan 2,065.719 +15.170 +0.74%

0P00000J9O Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Swisscanto (CH) Equity Fund Responsible Switzerlan (0P00000J9O) fund. Our Swisscanto (CH) Equity Fund Responsible Switzerlan portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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

Name  Net %  Long %  Short %
Cash 0.820 0.820 0.000
Stocks 99.180 99.180 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.595 18.218
Price to Book 3.041 3.302
Price to Sales 2.133 2.090
Price to Cash Flow 12.929 14.079
Dividend Yield 2.750 2.883
5 Years Earnings Growth 6.623 10.583

Sector Allocation

Name  Net % Category Average
Healthcare 36.890 30.261
Consumer Defensive 27.120 13.822
Financial Services 12.670 20.102
Industrials 10.560 16.155
Consumer Cyclical 6.850 5.353
Basic Materials 3.040 8.377
Technology 2.850 3.826
Utilities 0.020 1.226
Communication Services 0.010 2.727

Region Allocation

  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 49

Number of short holdings: 0

Name ISIN Weight % Last Change %
  Nestle CH0038863350 21.30 78.00 -1.29%
  Roche Holding Participation CH0012032048 15.23 262.50 -1.13%
  Novartis CH0012005267 12.22 92.36 -0.78%
  Zurich Insurance Group CH0011075394 4.68 515.00 -1.68%
  UBS Group CH0244767585 3.85 28.25 -1.50%
  Lonza Group CH0013841017 3.58 558.80 +1.01%
  Richemont CH0210483332 3.46 116.45 -3.24%
  ABB CH0012221716 2.30 49.50 -2.29%
  Lindt & Spruengli Part CH0010570767 1.81 10,220.0 -1.26%
  Partners Group CH0024608827 1.74 1,235.00 -1.83%

Top Equity Funds by Swisscanto Fondsleitung AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  Swisscanto CH IPF I Index Equity Fu 7.42B 20.12 6.27 9.39
  Swisscanto CH IPF III Index EquAST 5.18B 19.75 6.23 9.58
  CH0296590281 2.57B 14.77 4.71 -
  Swisscanto CH IPF I Index Equity CH 2.57B 20.37 5.00 9.15
  CH0315621927 1.87B 12.29 -3.97 -
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.

0P00000J9O Comments

Write your thoughts about Swisscanto (ch) Equity Fund Responsible Switzerland Aa Chf
 
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 Apple
Continue with Google
or
Sign up with Email