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Zurich Invest Ii - Target Investment Fund 35 Chf B (0P0000J60F)

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13.730 -0.010    -0.07%
13/11 - Closed. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 715M
Type:  Fund
Market:  Switzerland
Issuer:  GAM Investment Management (Switzerland) AG
ISIN:  CH0038339930 
Asset Class:  Equity
Zurich Invest II - Target Investment Fund 35 CHF B 13.730 -0.010 -0.07%

0P0000J60F Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Zurich Invest II - Target Investment Fund 35 CHF B (0P0000J60F) fund. Our Zurich Invest II - Target Investment Fund 35 CHF B portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 13.370 16.560 3.190
Stocks 34.470 34.470 0.000
Bonds 35.910 36.580 0.670
Convertible 0.320 0.320 0.000
Other 15.930 15.930 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.945 17.197
Price to Book 2.869 2.750
Price to Sales 2.150 1.959
Price to Cash Flow 13.036 11.638
Dividend Yield 2.565 2.727
5 Years Earnings Growth 14.589 10.768

Sector Allocation

Name  Net % Category Average
Healthcare 21.140 19.118
Technology 16.160 17.255
Financial Services 14.990 16.359
Industrials 13.170 11.146
Consumer Defensive 9.990 10.486
Consumer Cyclical 7.790 9.155
Basic Materials 6.180 5.657
Communication Services 3.840 5.011
Real Estate 3.650 4.281
Energy 1.600 3.024
Utilities 1.490 1.965

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 16

Number of short holdings: 1

Name ISIN Weight % Last Change %
ZIF Aktien Schweiz Passiv CHF E1 CH0026033727 15.59 - -
ZIF Obligationen CHF Inland CHF K1 CH0451645987 11.06 - -
ZIF Obligationen CHF Ausland CHF E1 CH0024445402 10.54 - -
ZIF Wandelanleihen Global CHF E3 CH0339407949 9.08 - -
ZIF Obligationen Unterneh USD E1 Hg CH0185037394 7.57 - -
ZIF Green Bonds Global E1 hedged CH1130675460 7.39 - -
  Zurich Invest Institutional Funds - ZIF Obligation CH0024445915 6.98 1,045.053 -0.12%
Zurich Carbon Netrl Wld Eq IC1 CHFUnHAcc IE00BD9PL034 6.92 - -
ZURICH INV AG-ZIF IMMOBILIEN DIREKT SCHWEIZ-REGISTERED UNITS CH0433089270 6.73 - -
ZIF Aktien Europa Passiv CHF E1 CH0026033859 4.74 - -

Top Equity Funds by Zurich Invest AG

  Name Rating Total Assets YTD% 3Y% 10Y%
  Julius Baer Institutional BVG LPPb1 3.87B 6.52 0.92 3.34
  Julius Baer Institutional BVG LPPB2 3.87B 6.67 1.10 3.52
  Julius Baer Institutional BVG LPP F 3.87B 6.44 0.82 3.24
  Aktien USA Passiv CHF E3 2.16B 23.15 5.36 10.59
  Aktien USA Passiv CHF A1 2.16B 23.93 6.21 11.52
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