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Alpina Swiss Opportunity Fund Src Chf (0P00001OFD)

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289.350 +1.340    +0.47%
23/12 - Closed. Currency in CHF
Type:  Fund
Market:  Switzerland
Issuer:  LB(Swiss) Investment AG
ISIN:  CH0021778029 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 65.23M
Swiss Opportunity Fund 289.350 +1.340 +0.47%

0P00001OFD Overview

 
Find basic information about the Alpina Swiss Opportunity Fund Src Chf 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 0P00001OFD MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change - 0.02%
Prev. Close288.01
Risk Rating
TTM Yield0.58%
ROE18.54%
IssuerLB(Swiss) Investment AG
Turnover0.28%
ROA6%
Inception DateJul 01, 2005
Total Assets65.23M
Expenses1.44%
Min. Investment1
Market Cap6.62B
CategorySwitzerland Large - Cap Equity
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Alpina Swiss Opportunity Fund Src Chf Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1018 951 1040 850 1113 1640
Fund Return 1.76% -4.94% 4.05% -5.28% 2.17% 5.07%
Place in category 641 425 637 575 466 214
% in Category 96 60 97 98 94 73

Top Equity Funds by Santro Invest AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  zCapital Swiss Small Mid Cap ZA CH 1.03B 9.94 -1.50 8.41
  zCapital Swiss Small Mid Cap Fund 1.03B 5.69 -2.78 7.24
  zCapital Swiss Dividend Fund A 689.48M 10.27 5.19 8.05
  zCapital Swiss Dividend Fund ZA 689.48M 10.54 5.45 8.33
  Precious Capital Global Mining and 108.61M 37.86 -4.64 13.12

Top Funds for Switzerland Large-Cap Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  CH0033782431 2.46B 9.01 1.94 5.88
  Raiffeisen Futura Swiss Stock A 2.12B 7.81 -1.29 5.90
  UBS CH Equity Fund Swiss Income CHF 2.11B 9.72 2.91 5.73
  UBS CH Equity Fund Swiss Income CHQ 2.11B 10.36 3.55 6.38
  CH0502155648 2.11B 9.21 2.75 -

Top Holdings

Name ISIN Weight % Last Change %
  Lindt & Spruengli Part CH0010570767 6.08 9,990.0 +0.76%
  SGS CH1256740924 5.47 90.64 +0.44%
  Schindler Ps CH0024638196 5.26 249.00 -0.24%
  Straumann Holding AG CH1175448666 3.75 114.25 +0.35%
  Baloise Holding CH0012410517 3.72 164.00 +1.11%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Strong Sell Sell
Technical Indicators Strong Sell Strong Sell BUY
Summary Strong Sell Strong Sell Neutral
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