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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.780 | 31.380 | 22.600 |
Stocks | 47.940 | 47.940 | 0.000 |
Bonds | 43.180 | 43.700 | 0.520 |
Convertible | 0.100 | 0.100 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.320 | 17.406 |
Price to Book | 3.341 | 2.791 |
Price to Sales | 2.113 | 1.956 |
Price to Cash Flow | 13.167 | 11.304 |
Dividend Yield | 2.258 | 2.503 |
5 Years Earnings Growth | 8.734 | 9.543 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 27.590 | 19.553 |
Technology | 17.470 | 16.134 |
Financial Services | 14.410 | 16.806 |
Industrials | 12.790 | 10.856 |
Consumer Defensive | 11.040 | 11.875 |
Consumer Cyclical | 5.580 | 8.428 |
Basic Materials | 5.470 | 5.598 |
Communication Services | 4.450 | 5.290 |
Utilities | 1.210 | 1.649 |
Number of long holdings: 447
Number of short holdings: 11
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Swisscanto (LU) Equity Fund Green Invest Emerging | LU0866272569 | 5.31 | 140.160 | +2.39% | |
Nestle | CH0038863350 | 3.61 | 96.62 | +1.26% | |
Roche Holding Participation | CH0012032048 | 3.02 | 237.10 | +0.98% | |
Novartis | CH0012005267 | 2.33 | 93.37 | +0.81% | |
Microsoft | US5949181045 | 1.40 | 420.21 | -0.19% | |
Zurich Insurance Group | CH0011075394 | 1.19 | 471.00 | +0.41% | |
Sika | CH0418792922 | 1.18 | 281.20 | -0.07% | |
Alphabet A | US02079K3059 | 1.15 | 176.06 | +1.08% | |
Alcon | CH0432492467 | 1.03 | 79.98 | -1.11% | |
Lonza Group | CH0013841017 | 1.01 | 528.20 | +0.15% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0161534606 | 809.89M | 0.13 | -1.30 | 1.07 | ||
LU0999466526 | 809.89M | 0.58 | -0.76 | - | ||
LU0112803316 | 809.89M | 0.13 | -1.30 | 1.07 | ||
LU0112800569 | 609.93M | -0.01 | -2.69 | 0.34 | ||
LU0161539233 | 609.93M | -0.01 | -2.69 | 0.34 |
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