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Axa Swiss Institutional Fund – Multi Asset Plus 1 (0P0000Q1OK)

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1,416.710 +7.360    +0.52%
26/04 - Closed. Currency in CHF ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 42.97M
Type:  Fund
Market:  Switzerland
Issuer:  AXA Investment Managers Schweiz AG
ISIN:  CH0105340019 
Asset Class:  Equity
AXA Swiss Institutional Fund Multiasset Plus A 1,416.710 +7.360 +0.52%

0P0000Q1OK Overview

 
Find basic information about the Axa Swiss Institutional Fund – Multi Asset Plus 1 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 0P0000Q1OK MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change3.32%
Prev. Close1,409.35
Risk Rating
TTM Yield1.52%
ROE23.69%
IssuerAXA Investment Managers Schweiz AG
Turnover89.51%
ROA8.34%
Inception DateMar 15, 2010
Total Assets42.97M
Expenses0.53%
Min. InvestmentN/A
Market Cap52.03B
CategoryCHF Moderate Allocation
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Axa Swiss Institutional Fund – Multi Asset Plus 1 Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1051 1051 1075 1035 1133 1368
Fund Return 5.06% 5.06% 7.54% 1.16% 2.53% 3.18%
Place in category 282 282 241 65 129 35
% in Category 48 48 44 14 32 19

Top Equity Funds by AXA Investment Managers Schweiz AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  AXA Swiss Institutional Fund Equit2 71.87M 15.30 6.98 9.84
  AXA Swiss Institutional Fund Equiti 71.87M 29.11 17.85 12.59

Top Funds for CHF Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Vitainvest 50 World U 4.32B 2.45 -0.62 2.66
  Raiffeisen Pension Invest Futura BI 4.22B 4.37 -1.89 2.41
  Raiffeisen Pension Invest Futura Ba 4.22B 2.04 -1.65 2.22
  Julius Baer Institutional BVG LPPA2 3.71B 0.94 1.26 3.17
  Julius Baer Institutional BVG LPPb1 3.71B 2.79 1.80 3.41

Top Holdings

Name ISIN Weight % Last Change %
SWC (CH) IEF CH Ttl (I) DT CHF CH0117043718 9.08 - -
SWC (CH) Idx REF Switzerland ind FA CHF CH0315623055 4.99 - -
Euro-Schatz Fut Jun24 Expo - 1.63 - -
  Nestle CH0038863350 1.35 92.20 +0.13%
Microsoft Corp - 1.06 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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