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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.650 | 4.060 | 0.410 |
Stocks | 42.570 | 42.570 | 0.000 |
Bonds | 39.950 | 39.960 | 0.010 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 13.800 | 13.800 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.157 | 17.360 |
Price to Book | 2.653 | 2.792 |
Price to Sales | 1.992 | 1.947 |
Price to Cash Flow | 13.114 | 11.290 |
Dividend Yield | 2.583 | 2.505 |
5 Years Earnings Growth | 7.774 | 9.536 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 22.210 | 19.609 |
Financial Services | 16.140 | 16.798 |
Technology | 13.600 | 16.156 |
Industrials | 10.750 | 10.848 |
Consumer Defensive | 10.680 | 11.843 |
Consumer Cyclical | 7.870 | 8.432 |
Real Estate | 7.170 | 3.088 |
Basic Materials | 4.790 | 5.565 |
Communication Services | 3.710 | 5.279 |
Energy | 2.020 | 2.587 |
Utilities | 1.080 | 1.650 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BCV Swiss Franc Bonds Z | CH0213422709 | 26.40 | - | - | |
BCV Swiss Equity Z | CH0213423053 | 15.54 | - | - | |
Zurich Invest Institutional Funds - ZIF Immobilien | CH0180614726 | 12.71 | 1,479.764 | -0.41% | |
SWC (CH) IBF TM AAA-BBB CHF NT CHF | CH0215804664 | 6.61 | - | - | |
SWC (CH) IEF USA NT CHF | CH0383277842 | 6.08 | - | - | |
BCV Enhanced US Equity ESG C | CH0021722076 | 5.16 | - | - | |
BCV International Bonds (CHF) C | CH0021722274 | 5.09 | - | - | |
BCV Enhanced Europe Equity ESG C | CH0021722035 | 2.54 | - | - | |
ETHOS II - Ethos Swiss Sustainable Eq Z | CH0576443482 | 2.54 | - | - | |
BCV Systematic Premia US Equity C | CH0107974393 | 2.36 | 447.520 | +1.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BCV PENSION 25 AP | 751.07M | 2.63 | -1.47 | 1.89 | ||
Synchrony All Caps CH I | 598.93M | 3.80 | 0.93 | 7.27 | ||
Synchrony All Caps CH A | 598.93M | 3.62 | 0.37 | 6.68 | ||
Synchrony Small Mid Caps CH I | 257.18M | 2.04 | -0.34 | 7.75 |
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