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Swisscanto (lu) Portfolio Fund - Swisscanto (lu) Portfolio Fund Responsible Ambition (chf) Bt (0P000165MQ)

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133.190 +1.200    +0.91%
22/11 - Closed. Currency in CHF
Type:  Fund
Market:  Luxembourg
ISIN:  LU0999467094 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 224.16M
Swisscanto LU Portfolio Fund Growth R 133.190 +1.200 +0.91%

0P000165MQ Overview

 
Find basic information about the Swisscanto (lu) Portfolio Fund - Swisscanto (lu) Portfolio Fund Responsible Ambition (chf) Bt 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 0P000165MQ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.94%
Prev. Close131.99
Risk Rating
TTM Yield0%
ROE26.62%
IssuerN/A
TurnoverN/A
ROA10.58%
Inception DateMay 18, 2015
Total Assets224.16M
Expenses0.95%
Min. Investment100
Market Cap85.63B
CategoryCHF Moderate Allocation
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Swisscanto (lu) Portfolio Fund - Swisscanto (lu) Portfolio Fund Responsible Ambition (chf) Bt Analysis


Performance

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Delivery Method

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1113 1002 1169 997 1144 1358
Fund Return 11.33% 0.24% 16.9% -0.11% 2.72% 3.11%
Place in category 24 261 48 138 71 27
% in Category 5 48 8 29 18 14

Top Equity Funds by Swisscanto Fondsleitung AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  LU0999466526 830.23M 8.33 -0.80 -
  LU0112803316 830.23M 7.82 -1.35 1.71
  LU0161534606 830.23M 7.83 -1.35 1.71
  LU0112800569 598.9M 5.03 -1.97 0.76
  LU0161539233 598.9M 5.04 -1.97 0.76

Top Funds for CHF Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBSLux Strat Balanced CHF P Acc 1.84B 4.86 -2.56 1.33
  UBSLux Strat Balanced CHF QDist 1.84B 5.27 -1.90 1.93
  UBSLux Strat Balanced CHF PDist 1.84B 4.86 -2.56 1.33
  UBSLux Strat Balanced CHF Q CDist 1.84B 5.27 -1.90 1.91
  UBSLux Strat Balanced CHF P CDist 1.84B 4.86 -2.56 1.33

Top Holdings

Name ISIN Weight % Last Change %
SWC (LU) BF Vision Responsible CHF NT LU1932506709 10.90 - -
SWC (LU) BF Resp Glbl Rates ST LU2658242347 4.21 - -
  Swisscanto (LU) Equity Fund Green Invest Emerging LU0866272569 4.20 141.770 +0.14%
  Nestle CH0038863350 3.80 75.96 -0.05%
  Roche Holding Participation CH0012032048 3.65 253.50 -0.31%

Technical Summary

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