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Ubs (ch) Equity Fund - Swiss Income (chf) P (0P000010Q2)

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19.050 +0.070    +0.37%
21/11 - Delayed Data. Currency in CHF
Type:  Fund
Market:  Switzerland
Issuer:  UBS Fund Management (Switzerland) AG
ISIN:  CH0017043958 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.05B
UBS CH Equity Fund - Swiss Income CHF P 19.050 +0.070 +0.37%

0P000010Q2 Overview

 
Find basic information about the Ubs (ch) Equity Fund - Swiss Income (chf) P 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 0P000010Q2 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change3.55%
Prev. Close18.98
Risk Rating
TTM Yield6.28%
ROE23.05%
IssuerUBS Fund Management (Switzerland) AG
Turnover0.71%
ROA6.11%
Inception DateNov 28, 2003
Total Assets2.05B
Expenses1.50%
Min. InvestmentN/A
Market Cap42.77B
CategorySwitzerland Large - Cap Equity
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Ubs (ch) Equity Fund - Swiss Income (chf) P Analysis


Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1024 1040 1039 1111 1259 1759
Fund Return 2.43% 3.99% 3.87% 3.56% 4.71% 5.81%
Place in category 253 519 295 326 409 156
% in Category 36 77 51 60 86 56

Top Equity Funds by UBS Fund Management (Switzerland) AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Institutional Fund 2 EquiP2X 9.59B 24.08 6.31 11.73
  UBS CH Vitainvest 50 World U 4.35B 2.45 -0.62 2.66
  UBS CH Institutional Fund 2 EquiPAX 4.38B 20.41 4.96 9.21
  UBS CH Institutional Fund 2 EquiSCX 2.8B 11.68 -0.82 6.98
  UBS CH Institutional Fund 2 EquiSCB 2.8B 11.63 -0.87 6.92

Top Funds for Switzerland Large-Cap Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  CH0033782431 2.31B 9.28 2.17 6.28
  Raiffeisen Futura Swiss Stock A 2.12B 7.92 -0.59 6.39
  CH0502155648 2.05B 9.21 2.75 -
  UBS CH Equity Fund Swiss Income CHQ 2.05B 2.59 4.20 6.41
  Pictet CH Institutional Swiss EquiZ 1.69B 11.68 1.93 7.71

Top Holdings

Name ISIN Weight % Last Change %
  Roche Holding Participation CH0012032048 9.77 254.50 +1.35%
  Nestle CH0038863350 9.34 76.22 +0.34%
  Novartis CH0012005267 9.33 93.93 +2.59%
  UBS Group CH0244767585 9.03 28.35 +0.75%
  Zurich Insurance Group CH0011075394 7.67 552.20 +0.84%

Technical Summary

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