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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.000 | 107.400 | 104.400 |
Stocks | 31.170 | 31.170 | 0.000 |
Bonds | 58.440 | 58.440 | 0.000 |
Convertible | 0.040 | 0.040 | 0.000 |
Other | 7.350 | 7.350 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.978 | 16.906 |
Price to Book | 2.980 | 2.581 |
Price to Sales | 1.958 | 1.860 |
Price to Cash Flow | 11.964 | 10.835 |
Dividend Yield | 2.672 | 2.766 |
5 Years Earnings Growth | 8.608 | 9.510 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 20.130 | 19.131 |
Financial Services | 16.960 | 15.885 |
Technology | 15.100 | 15.870 |
Consumer Defensive | 13.070 | 11.011 |
Industrials | 10.660 | 10.553 |
Consumer Cyclical | 8.520 | 9.580 |
Basic Materials | 5.720 | 5.759 |
Communication Services | 5.480 | 5.261 |
Real Estate | 1.770 | 4.098 |
Energy | 1.640 | 3.118 |
Utilities | 0.930 | 9.142 |
Number of long holdings: 43
Number of short holdings: 19
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bonds CHF Inland ESG Passive II I-X | CH0594527738 | 27.04 | - | - | |
UBS (CH) IF3 GlbAggBdESG Psv CHFh II I-X | CH1162399898 | 18.06 | - | - | |
UBS (CH) IF Eqs Switz ESG PassAll II I-X | CH0594527720 | 14.27 | - | - | |
Bonds CHF Ausland ESG Passive II I-X | CH0594527746 | 7.43 | - | - | |
UBS (CH) IF 3 Swiss RE Sec Sel Ps II I-X | CH0042114378 | 7.33 | - | - | |
UBS (CH) IF3 Bd EM Ag ESG Pa CHFH II I-X | CH0244558836 | 7.27 | - | - | |
UBS (CH) IF Eq Glb ESGLd Pas CHFh II I-X | CH1112281782 | 4.22 | - | - | |
UBS (CH) IF Eq Glb ESG Ldrs Psv II I-X | CH1112281725 | 4.01 | - | - | |
UBS (CH) IF Eq EM GlbESGLd PasII CHF I-X | CH1167887459 | 3.61 | - | - | |
iShares MSCI World Quality Factor ESG UCITS USD (A | IE000U1MQKJ2 | 2.08 | 6.86 | +0.61% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 8.96B | 18.88 | 8.88 | 12.69 | ||
UBS CH Vitainvest 50 World U | 4.4B | 2.45 | -0.62 | 2.66 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.22B | 17.83 | 7.25 | 9.85 | ||
UBS CH Institutional Fund 2 EquUSAX | 2.29B | 11.99 | 9.95 | 12.62 | ||
UBS CH Institutional Fund 2 EquUSAA | 2.29B | 18.79 | 8.66 | 12.45 |
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