XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
UBS MSCI Switzerland 20/35 UCITS ETF: holdings, performance and fees
1Y return+20.9%
3Y return+35.0%
5Y return+44.5%
OCF (ongoing charge)0.20%
Top 10 holdings
| Holding | Weight |
|---|---|
| ROCHE HOLDING AG | 14.8% |
| NOVARTIS AG | 13.5% |
| NESTLE S.A. | 12.2% |
| UBS GROUP AG | 8.4% |
| ABB LTD | 7.4% |
| COMPAGNIE FINANCIERE RICHEMONT SA | 6.2% |
| ZURICH INSURANCE GROUP AG | 5.3% |
| SWISS RE LTD | 2.5% |
| LONZA GROUP AG | 2.4% |
| HOLCIM AG | 2.2% |
Top sectors
- Non Cyclical Goods & Services52.4%
- Finance21.4%
- Industrials15.5%
- Cyclical Goods & Services6.8%
- Materials2.1%
Top countries
- Switzerland100.0%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
Powered by Claude
FREE PREVIEW
Sign up free to unlock the full AI analysis →
UP—
PREMIUM
PREMIUM
Positives
Risks
600 adviser votes
Upgrade for full forecast →
This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN