Swiss Market Index SMI

SMI Top 10: Value Investment Strategy

TOP Value Investment Strategy	VALUEVVV		GROWTHVV		SAFETYVV		COMBINED
1. Holcim (XXL, CH) ☀  Construction Materials
1. Holcim (XXL, CH) ☀   Construction Materials	83		86		13		79
2. Julius Bär (XXL, CH) ☀  Asset Management & Custody
2. Julius Bär (XXL, CH) ☀   Asset Management & Custody	63		11		93		67
3. Credit Suisse (XXL, CH) ☀  Diversified Capital Markets
3. Credit Suisse (XXL, CH) ☀   Diversified Capital Markets	60		33		73		53
4. Swiss Re (XXL, CH) ☀  Reinsurance
4. Swiss Re (XXL, CH) ☀   Reinsurance	54		12		1		1
5. UBS (XXL, CH) ☀  Diversified Capital Markets
5. UBS (XXL, CH) ☀   Diversified Capital Markets	52		11		57		25

February 28, 2020. Top 10s are published weekly by Top 10 schedule. (Free Stock Update)

SMI Top 10: Growth Investment Strategy

TOP 10 Growth Investment Strategy	VALUEVVV		GROWTHVV		SAFETYVV		COMBINED
1. Lonza (XL, CH) ☀   Life Sciences Tools & Services
1. Lonza (XL, CH) ☀   Life Sciences Tools & Services	5		26		26		26
2. Roche (XXL, CH) ☀   Pharmaceuticals
2. Roche (XXL, CH) ☀   Pharmaceuticals	23		38		38		38
3. Richemont (XXL, CH) ☀   Apparel, Accessories, Luxury
3. Richemont (XXL, CH) ☀   Apparel, Accessories, Luxury	29		70		70		70
4. Holcim (XXL, CH) ☀   Construction Materials
4. Holcim (XXL, CH) ☀   Construction Materials	83		13		13		79
5. Sika (XL, CH)   Specialty Chemicals
5. Sika (XL, CH)   Specialty Chemicals	27		1		1		17
6. Givaudan (XL, CH) ☀   Specialty Chemicals
6. Givaudan (XL, CH) ☀   Specialty Chemicals	28		18		18		20
7. Nestlé (XXL, CH) ☀   Packaged Foods & Meats
7. Nestlé (XXL, CH) ☀   Packaged Foods & Meats	29		26		26		35
8. Zurich (XXL, CH) ☀   Multi-line Insurance
8. Zurich (XXL, CH) ☀   Multi-line Insurance	38		33		33		67
9. Swiss Life (XXL, CH) ☀   Life & Health Insurance
9. Swiss Life (XXL, CH) ☀   Life & Health Insurance	24		87		87		82
10. Novartis (XXL, CH) ☀   Pharmaceuticals
10. Novartis (XXL, CH) ☀   Pharmaceuticals	45		29		29		41

February 28, 2020. Top 10s are published weekly by Top 10 schedule. (Free Stock Update)

SMI Top 10: Safety Investment Strategy

TOP 10 Safety Investment Strategy	VALUEVVV		GROWTHVV		SAFETYVV		COMBINED
1. Julius Bär (XXL, CH) ☀   Asset Management & Custody
1. Julius Bär (XXL, CH) ☀   Asset Management & Custody	63		11		93		67
2. Swiss Life (XXL, CH) ☀   Life & Health Insurance
2. Swiss Life (XXL, CH) ☀   Life & Health Insurance	24		77		87		82
3. Swatch (XL, CH) ☀   Apparel, Accessories, Luxury
3. Swatch (XL, CH) ☀   Apparel, Accessories, Luxury	41		6		84		17
4. Credit Suisse (XXL, CH) ☀   Diversified Capital Markets
4. Credit Suisse (XXL, CH) ☀   Diversified Capital Markets	60		33		73		53
5. Richemont (XXL, CH) ☀   Apparel, Accessories, Luxury
5. Richemont (XXL, CH) ☀   Apparel, Accessories, Luxury	29		87		70		70
6. Swisscom (XXL, CH) ☀   Integrated Telecommunication
6. Swisscom (XXL, CH) ☀   Integrated Telecommunication	44		44		59		49
7. UBS (XXL, CH) ☀   Diversified Capital Markets
7. UBS (XXL, CH) ☀   Diversified Capital Markets	52		11		57		25

February 28, 2020. Top 10s are published weekly by Top 10 schedule. (Free Stock Update)

SMI Top 10: Combined Investment Strategy

TOP 10 Combined Investment Strategy	VALUEVVV		GROWTHVV		SAFETYVV		COMBINED
1. Swiss Life (XXL, CH) ☀   Life & Health Insurance
1. Swiss Life (XXL, CH) ☀   Life & Health Insurance	24		77		87		82
2. Holcim (XXL, CH) ☀   Construction Materials
2. Holcim (XXL, CH) ☀   Construction Materials	83		86		13		79
3. Richemont (XXL, CH) ☀   Apparel, Accessories, Luxury
3. Richemont (XXL, CH) ☀   Apparel, Accessories, Luxury	29		87		70		70
4. Julius Bär (XXL, CH) ☀   Asset Management & Custody
4. Julius Bär (XXL, CH) ☀   Asset Management & Custody	63		11		93		67
5. Zurich (XXL, CH) ☀   Multi-line Insurance
5. Zurich (XXL, CH) ☀   Multi-line Insurance	38		78		33		67
6. Credit Suisse (XXL, CH) ☀   Diversified Capital Markets
6. Credit Suisse (XXL, CH) ☀   Diversified Capital Markets	60		33		73		53

February 28, 2020. Top 10s are published weekly by Top 10 schedule. (Free Stock Update)

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Top 10 lists may contain fewer than 10 stocks due to Obermatt’s top 10 quality standards.

Top 10 Stocks from the purely fact-based Obermatt Method in the stock index Swiss Market Index SMI from February 28, 2020.