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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1085 | 1085 | 1207 | 1118 | 1394 | 1616 |
Fund Return | 8.51% | 8.51% | 20.75% | 3.79% | 6.86% | 4.91% |
Place in category | 130 | 130 | 170 | 121 | 119 | 76 |
% in Category | 60 | 60 | 83 | 72 | 76 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Technology Fund I G | 6.04B | 16.14 | 6.55 | 17.72 | ||
Global Technology Fund RG | 6.04B | 16.01 | 6.02 | 17.21 | ||
Global Technology Fund G | 6.04B | 15.47 | 4.46 | 16.64 | ||
Global Insurance Fund A GBP Inc | 2.22B | 14.91 | 16.68 | 13.65 | ||
Global Insurance Fund B GBP Acc | 2.22B | 14.91 | 16.68 | 13.65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Financial Services Fund W Ac | 48.85M | -4.57 | 11.62 | 11.66 | ||
Global Insurance Fund I AcG | 2.22B | 15.05 | 17.21 | 14.15 | ||
Global Insurance Fund I DisG | 2.22B | 15.05 | 17.24 | 14.14 | ||
Global Insurance Fund R AcG | 2.22B | 14.91 | 16.68 | 13.62 | ||
Global Insurance Fund R DisG | 2.22B | 14.91 | 16.68 | 13.62 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 6.75 | 193.50 | +0.07% | |
Mastercard | US57636Q1040 | 5.69 | 462.23 | +0.03% | |
Berkshire Hathaway B | US0846707026 | 3.77 | 401.65 | -0.81% | |
Wells Fargo&Co | US9497461015 | 3.14 | 59.90 | -0.05% | |
Visa A | US92826C8394 | 3.04 | 274.58 | -0.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Strong Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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