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Institutional Bvg/lpp - Bvg/lpp 40 Plus A (0P0000A9IZ)

Switzerland

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142.350 +0.680 +0.48%

11/11 - Closed. Currency in CHF

Type: Fund

Market: Switzerland

ISIN: CH0036749957

Asset Class: Equity

Morningstar Rating:
Total Assets: 99.3M

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0P0000A9IZ Overview

Find basic information about the Institutional Bvg/lpp - Bvg/lpp 40 Plus 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 0P0000A9IZ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change12.59%

Prev. Close141.67

Risk Rating

TTM YieldN/A

ROE24.75%

IssuerN/A

Turnover47%

ROA9.48%

Inception DateJan 31, 2008

Total Assets99.3M

Expenses0.62%

Min. Investment500,000

Market Cap91.57B

CategoryCHF Moderate Allocation

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Institutional Bvg/lpp - Bvg/lpp 40 Plus A Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 3

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1071	998	1133	993	1178	1354
Fund Return	7.15%	-0.18%	13.32%	-0.24%	3.32%	3.07%
Place in category	243	355	210	152	37	29
% in Category	44	64	39	34	9	15

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	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 Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
UBS CH Vitainvest 50 World U	4.4B	2.45	-0.62	2.66
Raiffeisen Pension Invest Futura Ba	4.33B	5.56	-2.73	2.26
Raiffeisen Pension Invest Futura BI	4.33B	6.13	-2.34	1.94
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

Top Holdings

Name	ISIN	Weight %	Last	Change %
GAM Inst - World Bond B2	CH1210486507	12.50	-	-
Julius Baer Institutional Funds - Julius Baer Inst	CH0125176831	5.69	93.270	+0.06%
Julius Baer Institutional Funds - Julius Baer Inst	CH0021349698	4.28	84.340	+0.46%
GAM Institutional - CHF Foreign Bd B2	CH0021349615	2.41	-	-
Roche Holding Participation	CH0012032048	2.05	262.50	-1.13%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Julius Baer Insti.	142.350	+0.680	+0.48%