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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.070 | 100.070 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.056 | 17.704 |
Price to Book | 2.943 | 2.842 |
Price to Sales | 2.095 | 2.000 |
Price to Cash Flow | 12.600 | 11.585 |
Dividend Yield | 1.942 | 2.107 |
5 Years Earnings Growth | 10.496 | 10.973 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.510 | 22.026 |
Financial Services | 14.470 | 15.447 |
Healthcare | 11.800 | 14.371 |
Consumer Cyclical | 10.630 | 10.760 |
Industrials | 10.610 | 12.071 |
Communication Services | 7.690 | 7.227 |
Consumer Defensive | 6.360 | 8.415 |
Energy | 4.540 | 4.010 |
Basic Materials | 3.530 | 4.361 |
Utilities | 2.460 | 2.548 |
Real Estate | 2.400 | 2.819 |
Number of long holdings: 123
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SWC (CH) IPF I IEF USA ST USD | CH0414225430 | 72.70 | - | - | |
SWC (CH) IEF Europe ex CH NT CHF | CH0117044658 | 14.93 | - | - | |
SWC (CH) IPF I IEF Japan ST | CH0512828978 | 6.31 | - | - | |
SWC (CH) IEF Pacific ex Japan NT CHF | CH0117044831 | 2.83 | - | - | |
E-mini S&P 500 Future June 24 | - | 0.48 | - | - | |
Royal Bank of Canada | - | 0.22 | - | - | |
The Toronto-Dominion Bank | - | 0.17 | - | - | |
Shopify Inc Registered Shs -A- Subord Vtg | - | 0.15 | - | - | |
Canadian Pacific Kansas City Ltd | - | 0.13 | - | - | |
Canadian Natural Resources Ltd | - | 0.13 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swisscanto CH IPF I Index Equity Fu | 6.07B | 10.60 | 8.37 | 9.76 | ||
Swisscanto CH IPF III Index EquAST | 3.71B | 10.63 | 7.97 | 9.33 | ||
CH0315621927 | 1.88B | 9.13 | -6.73 | - | ||
CH0011792451 | 820.47M | -19.58 | 1.16 | 7.27 | ||
Swisscanto CH Equity Fund NachhaltN | 922.93M | 18.56 | 6.41 | 11.22 |
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