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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1033 | 1141 | 1146 | 1451 | 1863 |
Fund Return | 5.32% | 3.26% | 14.15% | 4.64% | 7.74% | 6.42% |
Place in category | 156 | 329 | 166 | 357 | 215 | 141 |
% in Category | 12 | 23 | 15 | 31 | 25 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0090841692 | 1.19B | 15.15 | 7.96 | 8.60 | ||
Global Allocation Fund X4 USD | 539.46M | 3.00 | 2.28 | 5.95 | ||
LU0329592538 | 1.09B | 2.65 | -0.27 | 4.97 | ||
LU0724617625 | 1.24B | 2.40 | -1.02 | 4.19 | ||
LU0147395726 | 357.59M | 1.96 | -2.25 | 2.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Dividend Fund Y Acc USD | 1.07B | 2.12 | 3.69 | 6.79 | ||
Global Dividend Fund A Acc USD | 1.41B | 1.86 | 2.81 | 5.91 | ||
Global Dividend Fund A MINCOME G US | 748.4M | 1.82 | 2.80 | 5.91 | ||
Global Dividend Fund A QINCOME G US | 105.84M | 1.82 | 2.81 | 5.91 | ||
Global Enhanced Equity Yield Fund 2 | 133.13M | 4.97 | 3.68 | 5.55 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.01 | 415.13 | +0.23% | |
Amazon.com | US0231351067 | 3.73 | 176.44 | -1.60% | |
Apple | US0378331005 | 3.72 | 192.25 | +0.54% | |
Alphabet A | US02079K3059 | 2.63 | 172.50 | +0.23% | |
NVIDIA | US67066G1040 | 2.49 | 1,096.33 | -0.82% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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