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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 |
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 |
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 |
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 | - | - |
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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