SW2UKD 📈 UBS(Lux)Fund Solutions – - Overview
Exchange: SW • Country: Switzerland • Currency: CHF • Type: Etf • ISIN: LU1107560036 • Switzerland Equity
SW2UKD: Swiss Stocks, Equity, ETF, Index Tracking, Currency Hedged
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 SW2UKD ETF
SW2UKD ETF Overview
Market Cap in USD | 41m |
Category | Switzerland Equity |
TER | 0.24% |
IPO / Inception | 2014-10-02 |
SW2UKD ETF Ratings
Growth 5y | 32.4% |
Fundamental | - |
Dividend | 53.9% |
Rel. Strength Industry | -12.7 |
Analysts | - |
Fair Price Momentum | 16.03 CHF |
Fair Price DCF | - |
SW2UKD Dividends
Dividend Yield 12m | 1.78% |
Yield on Cost 5y | 2.00% |
Annual Growth 5y | 7.29% |
Payout Consistency | 93.6% |
SW2UKD Growth Ratios
Growth Correlation 3m | -82.6% |
Growth Correlation 12m | 63.2% |
Growth Correlation 5y | 56.6% |
CAGR 5y | 2.24% |
CAGR/Mean DD 5y | 0.26 |
Sharpe Ratio 12m | -0.05 |
Alpha | -9.97 |
Beta | 0.42 |
Volatility | 9.75% |
Current Volume | 18.5k |
Average Volume 20d | 2k |
What is the price of SW2UKD stocks?
As of December 22, 2024, the stock is trading at CHF 17.54 with a total of 18,491 shares traded.
Over the past week, the price has changed by -2.07%, over one month by -0.42%, over three months by -4.70% and over the past year by +3.83%.
As of December 22, 2024, the stock is trading at CHF 17.54 with a total of 18,491 shares traded.
Over the past week, the price has changed by -2.07%, over one month by -0.42%, over three months by -4.70% and over the past year by +3.83%.
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 32.41 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SW2UKD as of December 2024 is 16.03. This means that SW2UKD is currently overvalued and has a potential downside of -8.61%.
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 32.41 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SW2UKD as of December 2024 is 16.03. This means that SW2UKD is currently overvalued and has a potential downside of -8.61%.
Is SW2UKD 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 SW2UKD stock price target?
According to ValueRays Forecast Model, SW2UKD UBS(Lux)Fund Solutions – will be worth about 17.5 in December 2025. The stock is currently trading at 17.54. This means that the stock has a potential downside of -0.23%.
According to ValueRays Forecast Model, SW2UKD UBS(Lux)Fund Solutions – will be worth about 17.5 in December 2025. The stock is currently trading at 17.54. This means that the stock has a potential downside of -0.23%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 17.5 | -0.2% |