Forum Capital Swiss Market Basket Index
Open End | Währung: CHFSpread
Forum Capital Swiss Market Basket Index: 126.75 CHF|Last Update:
Spread
Forum Capital Swiss Market Basket Index: 126.75 CHF|Last Update:
Return (since Inception) | 9.86% |
Volatility p.a. | 14.30% |
Maximum Drawdown | -26.43% |
Number of Positions | 18 |
Sharpe Ratio | 0.15 |
Share | 97.45% |
Cash | 2.55% |
Instrument | Countries | Sectors | Currencies | Weight |
---|---|---|---|---|
Holcim Ltd ISIN CH0012214059 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 7.76% |
Georg Fischer AG ISIN CH1169151003 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 6.89% |
Compagnie Financière Richemont SA ISIN CH0210483332 | Countries: Switzerland | Sectors: Consumer Discretionary | Currencies: CHF | Weight: 6.70% |
EMS-Chemie Holding AG ISIN CH0016440353 | Countries: Switzerland | Sectors: Basic Materials | Currencies: CHF | Weight: 6.28% |
Zurich Insurance Group Ltd ISIN CH0011075394 | Countries: Switzerland | Sectors: Financials | Currencies: CHF | Weight: 6.25% |
Schindler Holding AG ISIN CH0024638212 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 5.93% |
Partners Group Holding AG ISIN CH0024608827 | Countries: Switzerland | Sectors: Financials | Currencies: CHF | Weight: 5.85% |
The Swatch Group AG ISIN CH0012255151 | Countries: Switzerland | Sectors: Consumer Discretionary | Currencies: CHF | Weight: 5.77% |
Sika AG ISIN CH0418792922 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 5.55% |
Nestlé SA ISIN CH0038863350 | Countries: Switzerland | Sectors: Consumer Staples | Currencies: CHF | Weight: 5.38% |
Bucher Industries AG ISIN CH0002432174 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 5.36% |
SGS SA ISIN CH1256740924 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 5.33% |
Swisscom AG ISIN CH0008742519 | Countries: Switzerland | Sectors: Telecommunications | Currencies: CHF | Weight: 5.07% |
Roche Holding AG ISIN CH0012032048 | Countries: Switzerland | Sectors: Health Care | Currencies: CHF | Weight: 4.97% |
Bâloise Holding AG ISIN CH0012410517 | Countries: Switzerland | Sectors: Financials | Currencies: CHF | Weight: 4.92% |
Kuehne + Nagel International AG ISIN CH0025238863 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 4.90% |
Barry Callebaut AG ISIN CH0009002962 | Countries: Switzerland | Sectors: Consumer Staples | Currencies: CHF | Weight: 4.56% |
Subtotal Share: | 97.45% | |||
Cash CHF ISIN CASHCHF | Countries: - | Sectors: Other | Currencies: CHF | Weight: 2.55% |
Subtotal Cash: | 2.55% | |||
Total : | 100.00% |
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