Aktuelle Allokation
1. Quartal
10.01.2012 - Vor einer Rotation in zyklische Sektoren
| Over- and Underweights against MSCI WORLD Index | |||||
| Consumer Discretionary | Consumer Staples | Energy | Financials | Health Care | |
| MSCI Sector Weights | 10.32% | 11.06% | 11.84% | 17.63% | 10.40% |
| Bank Sarasin | 0.0% | 0.0% | 1.5% | 0.0% | 1.0% |
| Bank Vontobel | -1.0% | 1.0% | 1.0% | -2.0% | 2.0% |
| Berenberg Bank | 5.67% | -0.89% | -6.76% | -1.85% | -0.72% |
| HSBC Private Bank | -1.5% | 1.5% | 0.5% | -3.0% | 2.0% |
| Julius Bär Private Banking | -2.4% | -2.6% | 0.0% | 0.0% | 0.0% |
| UBP | 0.68% | 4.04% | -0.24% | -5.23% | 3.20% |
| ZKB | 0.0% | 2.0% | 2.0% | 0.0% | 2.0% |
| Over- and Underweights against MSCI WORLD Index | |||||
| Industrials | Information Technology | Materials | Tele- communication | Utilities | |
| MSCI Sector Weights | 11.07% | 12.06% | 7.21% | 4.43% | 3.98% |
| Bank Sarasin | 0.0% | 0.5% | 0.0% | -2.0% | -1.0% |
| Bank Vontobel | -1.0% | 1.0% | 1.0% | -1.0% | -1.0% |
| Berenberg Bank | -1.47% | 0.87% | 1.28% | 3.37% | 0.50% |
| HSBC Private Bank | -1.50% | 1.50% | 0.50% | 0.00% | 0.00% |
| Julius Bär Private Banking | 4.4% | 0.0% | 0.0% | 1.7% | -1.1% |
| UBP | 0.33% | 0.24% | -1.61% | -0.43% | -1.08% |
| ZKB | 0.0% | -2.0% | 0.0% | -2.0% | -2.0% |
