Error: Could not add to watchlist. X
+ Watchlist

LUKB Expert-Zuwachs

LKBEXZU:SW
195.70
CHF
1.10
0.56%
As of 10/19/2017
Fund Type
Open-End Fund
52Wk Range
172.30 - 196.80
1 Yr Return
11.22%
YTD Return
9.67%
Before it's here, it's on the Bloomberg Terminal.
Learn More
Previous Close
196.80
52Wk Range
172.30 - 196.80
1 Yr Return
11.28%
YTD Return
9.67%
Fund Type
Open-End Fund
Objective
Global Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 10/19/2017)
195.7
Total Assets (m CHF) (on 10/19/2017)
605.829
Inception Date
11/23/1990
Last Dividend (on 03/14/2017)
1.6
Dividend Indicated Gross Yield
0.82%
Fund Managers
-
Front Load Fee
1.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
-
Current Mgmt Fee
1.10%
Expense Ratio
1.18%

Top Fund Holdings

Name Position Value % of Fund
583.50 k 20.42 m 3.94
217.40 k 15.72 m 3.03
388.00 k 14.96 m 2.89
184.60 k 13.37 m 2.58
47.60 k 11.09 m 2.14
79.00 k 8.52 m 1.64
18.00 k 6.31 m 1.22
716.00 k 4.97 m 0.96
389.10 k 4.88 m 0.94
16.00 k 4.82 m 0.93
Profile
LUKB Expert-Zuwachs is an open-end investment fund incorporated in Switzerland. The Fund invests in a balanced portfolio of bonds, stocks, alternative investments and cash. The Fund's objective is income and growth.
Address
Pilatusstrasse 12
6003 Luzern
Switzerland
Phone
+41 41 210 12 14