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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.430 | 9.540 | 4.110 |
Stocks | 46.300 | 46.310 | 0.010 |
Bonds | 39.690 | 40.960 | 1.270 |
Convertible | 0.080 | 0.080 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 8.500 | 8.500 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.747 | 17.526 |
Price to Book | 2.813 | 2.834 |
Price to Sales | 1.922 | 1.982 |
Price to Cash Flow | 12.426 | 11.430 |
Dividend Yield | 2.426 | 2.490 |
5 Years Earnings Growth | 9.349 | 9.549 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.460 | 16.141 |
Healthcare | 17.790 | 19.637 |
Financial Services | 16.910 | 16.894 |
Industrials | 11.730 | 10.855 |
Consumer Cyclical | 9.910 | 8.366 |
Consumer Defensive | 8.650 | 11.822 |
Communication Services | 5.810 | 5.199 |
Basic Materials | 4.960 | 5.628 |
Energy | 2.490 | 2.602 |
Real Estate | 1.740 | 3.077 |
Utilities | 1.550 | 1.652 |
Number of long holdings: 160
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares MSCI USA ESG Screened UCITS Acc | IE00BFNM3G45 | 17.77 | 10.33 | -0.21% | |
Synchrony Optimised SPI ESG Weighted I | CH1181734430 | 5.53 | - | - | |
HSBC Global Aggregate Bond S6CHCHF | IE000KK4WM10 | 4.72 | - | - | |
State Street Switzerland Idx Eq I CHF | LU1159239190 | 4.68 | - | - | |
UBS(Lux)FS SBI®FrgnAAA-BBB5-10ESGCHFAAcc | LU0950677863 | 4.46 | - | - | |
Schroder ISF Swiss Equity C Acc CHF | LU0106244444 | 4.14 | - | - | |
iShares MSCI EMU ESG Screened UCITS ETF EUR (Acc) | IE00BFNM3B99 | 4.05 | 8.20 | -0.95% | |
iShares MSCI EM IMI ESG Screened UCITS ETF USD (Ac | IE00BFNM3P36 | 3.66 | 6.55 | -0.38% | |
UBS(Lux)Fund Solutions - SBI® Foreign AAA-BBB 1-5 | LU0950670777 | 2.32 | 12.28 | +0.15% | |
Switzerland (Government Of) 0% | CH0224397346 | 2.24 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BCV Strat FCP BCV Lux Strat Yld CHF | 81.48M | 3.62 | -1.23 | 0.49 |
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