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Institutional Bvg/lpp - Bvg/lpp 60 Plus B (0P0000A9JF)

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182.210 +0.460    +0.25%
21/11 - Closed. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 114.25M
Type:  Fund
Market:  Switzerland
Issuer:  GAM Investment Management (Switzerland) AG
ISIN:  CH0036750815 
Asset Class:  Equity
Julius Baer Institutional BVG/LPP - Julius Baer In 182.210 +0.460 +0.25%

0P0000A9JF Overview

 
Find basic information about the Institutional Bvg/lpp - Bvg/lpp 60 Plus B 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 0P0000A9JF MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change13.99%
Prev. Close181.75
Risk Rating
TTM YieldN/A
ROE25.12%
IssuerGAM Investment Management (Switzerland) AG
Turnover81%
ROA9.66%
Inception DateJan 31, 2008
Total Assets114.25M
Expenses0.38%
Min. InvestmentN/A
Market Cap96.67B
CategoryCHF Aggressive Allocation
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Institutional Bvg/lpp - Bvg/lpp 60 Plus B Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1102 997 1172 1038 1289 1597
Fund Return 10.15% -0.28% 17.24% 1.26% 5.22% 4.79%
Place in category 120 85 115 41 23 6
% in Category 34 33 36 20 15 10

Top Equity Funds by GAM Investment Management (Switzerland) AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  Julius Baer Institutional BVG LPPb1 3.86B 6.52 0.92 3.34
  Julius Baer Institutional BVG LPPB2 3.86B 6.67 1.10 3.52
  Julius Baer Institutional BVG LPP F 3.86B 6.44 0.82 3.24
  Aktien USA Passiv CHF E3 2.15B 23.15 5.36 10.59
  Aktien USA Passiv CHF A1 2.15B 23.93 6.21 11.52

Top Funds for CHF Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Raiffeisen Index Fonds Pension Grow 1.34B 10.70 -0.44 3.31
  Raiffeisen Index Fonds Pension Gr 1.34B 10.70 -0.44 3.29
  CH0293174600 1.08B 8.90 0.19 -
  UBS Strategy Fund Growth CHF Q acc 664.64M 8.48 -0.46 3.09
  CH0316793139 693.42M 9.96 0.81 -

Top Holdings

Name ISIN Weight % Last Change %
  Julius Baer Institutional Funds - Julius Baer Inst CH0125176831 5.38 92.130 -0.04%
GAM Inst - World Bond B2 CH1210486507 3.59 - -
  SPDR MSCI World UCITS IE00BFY0GT14 2.84 39.84 +0.28%
  Roche Holding Participation CH0012032048 2.75 254.30 +1.27%
  Nestle CH0038863350 2.49 76.00 +0.05%

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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