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Ubs (ch) Equity Fund - Mid Caps Switzerland (chf) F (0P0000Z519)

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3,562.900 +9.220    +0.26%
29/04 - Closed. Currency in CHF ( Disclaimer )
Type:  Fund
Market:  Switzerland
ISIN:  CH0215017697 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.2B
UBS CH Equity Fund - Mid Caps Switzerland CHF F 3,562.900 +9.220 +0.26%

0P0000Z519 Overview

 
Find basic information about the Ubs (ch) Equity Fund - Mid Caps Switzerland (chf) F 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 0P0000Z519 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 - 5.29%
Prev. Close3,553.68
Risk Rating
TTM Yield2.28%
ROE18.39%
IssuerN/A
Turnover - 2.86%
ROA6.69%
Inception DateJun 14, 2013
Total Assets1.2B
Expenses0.48%
Min. InvestmentN/A
Market Cap8.95B
CategorySwitzerland Small/Mid - Cap Equity
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Ubs (ch) Equity Fund - Mid Caps Switzerland (chf) F Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1014 1044 1000 959 1245 2065
Fund Return 1.42% 4.45% 0.01% -1.39% 4.48% 7.52%
Place in category 98 67 82 124 119 31
% in Category 38 25 35 63 66 25

Top Equity Funds by UBS Fund Management (Switzerland) AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Institutional Fund 2 EquiP2X 9.13B 18.17 9.14 13.09
  UBS CH Institutional Fund 2 EquiPAX 4.55B 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 2.19B 18.12 8.92 12.85
  UBS CH Institutional Fund 2 EquiSCX 2.36B 11.77 0.06 7.48

Top Funds for Switzerland Small/Mid-Cap Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  CH0110869143 1.7B 4.61 -1.61 7.19
  SaraSelect M CHF 1.56B 2.07 0.47 11.29
  SaraSelect C CHF 1.56B 1.79 -0.62 10.14
  SaraSelect P CHF 1.56B 1.67 -1.11 9.59
  Pictet CH Swiss Mid Small Cap Z dy 1.45B 0.60 1.04 9.70

Top Holdings

Name ISIN Weight % Last Change %
  Lindt & Spruengli Part CH0010570767 9.19 10,610.0 +4.12%
  Kuehne & Nagel CH0025238863 6.74 243.70 -0.33%
  Schindler Ps CH0024638196 5.56 230.00 +0.35%
  Julius Baer CH0102484968 4.92 49.61 +0.02%
  Sonova H Ag CH0012549785 3.76 255.40 -1.12%

Technical Summary

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