Active Selection Ranking LI - Fortuna

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Sep 30, 2013 ... 5. UBS (CH) Bond Fund - EUR P. 278'859. 0.77. 5. Bonds Emerging Markets. Valor. Rendite (%) in CHF. Rang. Bonds GBP. Valor. Rendite (%).
Anlagepläne Rankings 30.06.2017 Bonds CHF

Valor

SIX SBI Fgn AAA-BBB TR CHF CS (CH) Corp CHF Bond Fd A Pictet CH I-Foreign Bonds P dy CHF Deutsche (CH) I Bond Fonds (SFR) LD SWC (CH) Index BF TM AAA-BBB For FA CHF LO Funds Swiss Franc Credit Bd Forgn PD

Bonds Emerging Markets

Aktien Schweiz

277'020 1'345'876 416'485 31'562'126 1'302'545

Valor

Aktien USA

2'346'278 1'323'791 10'896'222 3'115'696 2'560'278

Valor

Aktien Japan

Valor

Aktien Asia Pacific ex Japan

Valor

Aktien Nebenwerte Europa

11'663'253 353'304 10'982'487 608'238 10'867'309

Valor

Rendite (%) in CHF 01.10.2014 30.09.2017

1 2 3 4 5

Rang

56.01 37.42 27.68 21.73 16.35

Rendite (%) in CHF 01.10.2014 30.09.2017

56.49 38.86 36.77 21.33 10.06

Rendite (%) in CHF 01.10.2014 30.09.2017

43.11 31.85 29.56 25.82 20.68

Rendite (%) in CHF 01.10.2014 30.09.2017

2'633'124 1'760'919 19'520'624 1'275'760 2'026'162

Valor

49.83 41.97 39.90 30.15 23.48

Rendite (%) in CHF 01.10.2014 30.09.2017

DWS Vermögensbildungsfonds R LD Schroder ISF EURO Bond A Acc EUR Pictet CH EUR Bonds R HSBC GIF Euro Bond AC BNY Mellon Euroland Bond EUR A Acc

Bonds GBP

JPM Sterling Bond A (acc) GBP Invesco UK Investment Grade Bd A GBP QD Fidelity Flexible Bond A-Acc-GBP Swisscanto (LU) BF Vision GBP AT Invesco Sterling Bond A GBP Acc

Aktien Europa

Rang

BGF European Special Situations A2 Wellington Strategic Eurp Eq D EUR Acc RAM (Lux) Sys European Equities B JPM Europe Strategic Value A (acc) EUR JPM Europe Dynamic A (acc) EUR

Aktien Emerging Markets

329'655 1'034'664 11'201'019 1'578'712 1'616'073

Valor

Rang

GS Emerging Mkts Eq Base Acc JPM Em Mkts Small Cap A (acc) perf USD Comgest Growth Emerging Mkts USD Acc RAM (Lux) Sys Emg Mkts Equities B Polar Capital Emerg Mkts Inc R USD Acc

Rohstoffe

2'051'256 2'694'950 2'728'965 1'544'300 1'278'344

Valor

Rang

RobecoSAM Smart Materials B EUR BGF New Energy A2 Carmignac Pf Commodities A EUR Acc BGF World Mining A2 JPM Global Natural Resources A (acc) EUR

Aktien UK

Valor

JOHCM UK Dynamic B Acc BGF United Kingdom A2 Threadneedle UK Select Rtl Inc GBP Schroder ISF UK Equity A Acc GBP M&G UK Select GBP A Acc

Rendite (%) in CHF 01.10.2014 30.09.2017

1 2 3 4 5

Rang

3.37 -0.62 -1.44 -2.86 -4.08

Rendite (%) in CHF 01.10.2014 30.09.2017

1 2 3 4 5

Rang

35.43 34.05 32.04 20.22 14.91

Rendite (%) in CHF 01.10.2014 30.09.2017

1 2 3 4 5

Rang

16.90 2'345'059 3'365'037 1'717'671 1'530'813 12'381'464

Valor

30.83 28.20 20.75 12.63 3.14

Rendite (%) in CHF 01.10.2014 30.09.2017

1 2 3 4 5

Rang

-47.29 1'666'333 1'211'508 1'568'347 620'823 2'028'508

Valor

FTSE AllSh TR GBP 1 2 3 4 5

0.51 0.16 -0.34 -0.59 -0.99

14.40 1'500'665 20'288'452 1'530'792 2'051'112 2'051'103

S&P GSCI TR USD 1 2 3 4 5

Rang

-0.19

MSCI EM NR USD 1 2 3 4 5

Rendite (%) in CHF 01.10.2014 30.09.2017 1.09

EURO STOXX 50 NR EUR 1 2 3 4 5

23.43

Euromoney Smlr Europe Incl UK PR EUR Bellevue(Lux) BB Entrepr. Eur. Sm B JPM Europe Small Cap A (acc) EUR M&G European Smaller Coms GBP A Inc Threadneedle Pan EurpSmlrComs RtlAcc EUR Fidelity European Smlr Coms A-Acc-EUR

6.05 5.50 3.41 2.16 -1.01

Valor

BofAML Euro-GBP TR USD

32.57

MSCI AC Asia Pac Ex JPN NR USD Comgest Growth Asia Pac ex Jpn USD Acc Schroder ISF Emerg Asia A BGF Asian Growth Leaders A2RF USD Invesco Asian Equity A USD AD Fidelity Asia Pacific Div A-Dis-USD

Rang

37.79 1'439'491 14'074'716 13'762'369 2'051'214 2'681'869

Topix TR JPY OYSTER Japan Opportunities R JPY PR Pictet-Japanese Equity Opps PJPY Man GLG Jpn CoreAlpha Eq D JPY Aberdeen Global Japanese Eq A2 JPY Nomura Fds Japan Strategic Value A JPY

Rendite (%) in CHF 01.10.2014 30.09.2017

1 2 3 4 5

14.38 1'440'474 12'727'638 278'392 279'176 163'070

S&P 500 TR USD Vanguard US Opportunities Inv USD Polar Capital NA R USD Inc Robeco BP US Select Opports Eqs D $ JPM US Value A (acc) USD Legg Mason CB US Agrsv Gr A USD Acc

4.66 4.48 3.77 2.99 1.69

Bonds EUR

Citi EuroBIG EUR

5.99

SIX SMI TR CHF Schroder ISF Swiss Small & Mid Cap Eq A UBS (CH) Equity Fd Swiss Hi Div CHF P Pictet CH - Swiss Equities P dy CHF UBS (CH) Equity Fund Switzerland CHF P JSS Sustainable Equity CH P CHF dist

Rang

3.52

BBgBarc EM USD Aggregate TR USD GS Em Mkts Debt Base Acc Pioneer Fds Emerg Mkts Bd A USD ND Templeton Emerging Mkts Bd A(acc)USD BlueBay Emerging Mkt Sel Bd B USD Pictet-Emerging Local Ccy Dbt PUSD

Rendite (%) in CHF 01.10.2014 30.09.2017

45.86 20.17 -8.26 -10.57 -15.02

Rendite (%) in CHF 01.10.2014 30.09.2017

1 2 3 4 5

Rang

7.08 10'692'603 618'487 714'211 1'034'550 1'393'255

13.60 12.10 7.99 4.48 -0.09

1 2 3 4 5

Rang

29.42 13'084'212 2'051'107 1'327'574 2'398'783 2'728'452

76.41 53.56 43.41 42.09 41.29

1 2 3 4 5

Quelle: Morningstar Direct