SW2CHA 📈 UBS(Lux)Fund Solutions – - Overview
Exchange: SW • Country: Switzerland • Currency: CHF • Type: Etf • ISIN: LU0979892907 • Switzerland Equity
SW2CHA: Swiss, Stocks, ETF, Investment, Fund
The sub-fund aims to track, before expenses, the price and income performance of the MSCI Switzerland 20/35 Index (Net Return) (this sub-fund's Index). Additionally currency hedged share classes aim to reduce the impact of currency fluctuations between their reference currency and the index currency by selling currency forwards at the one-month forward rate in accordance with the hedging methodology of the Index's currency-hedged index variant as referred to in relation to each hedged share class below. ‣ Company URL: http://www.credit-suisse.com ‣ Domicile: Luxembourg ‣ Index Name: Morningstar Switzerland TME NR CHF
Additional Sources for SW2CHA ETF
SW2CHA ETF Overview
| Market Cap in USD | 493m |
| Category | Switzerland Equity |
| TER | 0.20% |
| IPO / Inception | 2013-11-28 |
SW2CHA ETF Ratings
| Growth 5y | 32.3% |
| Fundamental | - |
| Dividend | 48.5% |
| Rel. Strength Industry | -23.1 |
| Analysts | - |
| Fair Price Momentum | 19.07 CHF |
| Fair Price DCF | - |
SW2CHA Dividends
| Dividend Yield 12m | 1.97% |
| Yield on Cost 5y | 2.20% |
| Annual Growth 5y | 3.40% |
| Payout Consistency | 95.0% |
SW2CHA Growth Ratios
| Growth Correlation 3m | -79.4% |
| Growth Correlation 12m | 63.4% |
| Growth Correlation 5y | 56.5% |
| CAGR 5y | 2.23% |
| CAGR/Mean DD 5y | 0.25 |
| Sharpe Ratio 12m | -0.03 |
| Alpha | -10.56 |
| Beta | 0.45 |
| Volatility | 9.60% |
| Current Volume | 52.4k |
| Average Volume 20d | 28.9k |
What is the price of SW2CHA stocks?
As of December 22, 2024, the stock is trading at CHF 21.05 with a total of 52,399 shares traded.
Over the past week, the price has changed by -2.58%, over one month by -0.80%, over three months by -5.27% and over the past year by +3.38%.
As of December 22, 2024, the stock is trading at CHF 21.05 with a total of 52,399 shares traded.
Over the past week, the price has changed by -2.58%, over one month by -0.80%, over three months by -5.27% and over the past year by +3.38%.
Is UBS(Lux)Fund Solutions – a good stock to buy?
Neither. Based on ValueRay Analyses, UBS(Lux)Fund Solutions – is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 32.31 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SW2CHA as of December 2024 is 19.07. This means that SW2CHA is currently overvalued and has a potential downside of -9.41%.
Neither. Based on ValueRay Analyses, UBS(Lux)Fund Solutions – is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 32.31 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SW2CHA as of December 2024 is 19.07. This means that SW2CHA is currently overvalued and has a potential downside of -9.41%.
Is SW2CHA a buy, sell or hold?
UBS(Lux)Fund Solutions – has no consensus analysts rating.
UBS(Lux)Fund Solutions – has no consensus analysts rating.
What are the forecast for SW2CHA stock price target?
According to ValueRays Forecast Model, SW2CHA UBS(Lux)Fund Solutions – will be worth about 20.8 in December 2025. The stock is currently trading at 21.05. This means that the stock has a potential downside of -1.05%.
According to ValueRays Forecast Model, SW2CHA UBS(Lux)Fund Solutions – will be worth about 20.8 in December 2025. The stock is currently trading at 21.05. This means that the stock has a potential downside of -1.05%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 20.8 | -1% |