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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.770 | 13.280 | 7.510 |
Stocks | 47.430 | 49.300 | 1.870 |
Bonds | 38.760 | 39.000 | 0.240 |
Other | 8.050 | 8.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.564 | 17.383 |
Price to Book | 2.731 | 2.793 |
Price to Sales | 1.895 | 1.951 |
Price to Cash Flow | 12.880 | 11.284 |
Dividend Yield | 2.749 | 2.503 |
5 Years Earnings Growth | 8.634 | 9.557 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 19.980 | 19.542 |
Financial Services | 17.010 | 16.716 |
Consumer Defensive | 14.290 | 11.895 |
Industrials | 12.290 | 11.062 |
Technology | 10.880 | 16.087 |
Real Estate | 7.100 | 3.116 |
Consumer Cyclical | 6.630 | 8.478 |
Basic Materials | 5.810 | 5.635 |
Communication Services | 3.870 | 5.252 |
Utilities | 1.310 | 1.652 |
Energy | 0.810 | 2.660 |
Number of long holdings: 353
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Migros Bank (CH) Fds SwissImmo I | CH0108312718 | 9.20 | - | - | |
Migros Bank (CH) Fds Ins SwissStc Sus I | CH0363485803 | 6.53 | - | - | |
iShares MSCI Europe SRI UCITS ETF EUR | IE00B52VJ196 | 6.07 | 68.39 | +0.86% | |
Mi-Fonds CH Institutional - Government Bond CHF I | CH0023406819 | 5.57 | 100.410 | -0.12% | |
Migros Bank (CH) Fds Ins EuropeStc Sus I | CH0363485829 | 4.23 | - | - | |
Migros Bank (CH) Fds Ins CorBdDoCHFSus I | CH0363485696 | 3.91 | - | - | |
Migros Bank (CH) Fds Ins NAStock Sust I | CH0363485837 | 3.89 | - | - | |
UBS MSCI USA Socially Responsible | LU0629460089 | 2.67 | 192.20 | +0.65% | |
Migros Bank (CH) Fds Ins ForBd CHF Sus I | CH0363485753 | 2.63 | - | - | |
iShares Sust MSCI EM SRI | IE00BYVJRP78 | 2.53 | 6.513 | +0.59% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9B | 18.17 | 9.14 | 13.09 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.13B | 16.91 | 7.54 | 10.23 | ||
UBS CH Vitainvest 50 World U | 4.32B | 2.45 | -0.62 | 2.66 | ||
UBS CH Institutional Fund 2 EquUSAA | 2.17B | 18.12 | 8.92 | 12.85 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.35B | 11.77 | 0.06 | 7.48 |
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