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Swisscanto (lu) Portfolio Fund - Swisscanto (lu) Portfolio Fund Responsible Select (chf) Bt (0P000165MS)

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112.500 +0.620    +0.55%
11/11 - Closed. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 604.98M
Type:  Fund
Market:  Switzerland
Issuer:  Swisscanto Asset Management International
ISIN:  LU0999466013 
Asset Class:  Equity
Swisscanto LU Portfolio Fund Yield R 112.500 +0.620 +0.55%

0P000165MS Overview

 
Find basic information about the Swisscanto (lu) Portfolio Fund - Swisscanto (lu) Portfolio Fund Responsible Select (chf) Bt 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 0P000165MS MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change9.2%
Prev. Close111.88
Risk Rating
TTM Yield0%
ROE26.03%
IssuerSwisscanto Asset Management International
TurnoverN/A
ROA10.12%
Inception DateMay 12, 2015
Total Assets604.98M
Expenses0.78%
Min. Investment100
Market Cap79.15B
CategoryCHF Cautious Allocation
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Swisscanto (lu) Portfolio Fund - Swisscanto (lu) Portfolio Fund Responsible Select (chf) Bt Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1054 1003 1095 956 1021 1128
Fund Return 5.45% 0.31% 9.52% -1.51% 0.42% 1.21%
Place in category 138 231 195 270 193 85
% in Category 27 48 40 64 52 44

Top Equity Funds by Swisscanto Fondsleitung AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  SWEquity Fund Selection Intl B 164.12M 22.67 7.00 7.05
  SWEquity Fund Selection Intl P 164.12M 23.84 8.23 8.31

Top Funds for CHF Cautious Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  UBS CH Vitainvest 25 World U 1.7B 0.92 -2.55 1.10
  UBS Strategy Fund Yield CHF K 1 acc 1.64B 4.89 -2.34 0.94
  Raiffeisen Pension Invest Futura YA 1.45B 2.57 -3.53 0.73
  Raiffeisen Pension Invest Futura YI 1.45B 3.79 -2.80 0.56
  UBS CH Suisse 25 CHF Q dist 1.2B 1.07 -0.28 1.76

Top Holdings

Name ISIN Weight % Last Change %
SWC (LU) BF Resp Glbl Rates ST LU2658242347 14.32 - -
SWC (LU) BF Sust Glbl Credit NT LU1877924016 11.10 - -
  Swisscanto (LU) Equity Fund Green Invest Emerging LU0866272569 3.44 145.170 -0.47%
SWC (LU) BF Resp EmMa Opps NT LU2108482667 3.37 - -
  Nestle CH0038863350 1.94 78.00 -1.29%

Technical Summary

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