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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1020 | 1095 | 1354 | 1594 | 2154 |
Fund Return | 2% | 2% | 9.47% | 10.64% | 9.78% | 7.98% |
Place in category | 187 | 187 | 225 | 32 | 50 | 63 |
% in Category | 41 | 41 | 50 | 6 | 12 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
H4 Growth Fund B1 | 4.19B | 5.75 | 12.86 | 8.17 | ||
H4 Stable Fund B1 | 3.35B | 12.60 | 9.89 | - | ||
H4 Worldwide Equity Fund B1 | 2.93B | 22.25 | 13.84 | 9.19 | ||
Citadel Balanced H4 Fund B1 | 2.03B | 2.29 | 11.39 | 6.99 | ||
Citadel Global Equity H4 Fund of B1 | 1.07B | 11.91 | 14.87 | 12.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investec Opportunity Fund E | 78.27B | 2.60 | 10.94 | 8.69 | ||
Investec Opportunity Fund R | 78.27B | 2.60 | 10.95 | 8.70 | ||
Investec Opportunity Fund F | 78.27B | 2.68 | 11.75 | 9.62 | ||
Investec Opportunity Fund Z | 78.27B | 2.87 | 12.28 | 10.08 | ||
Investec Opportunity Fund B | 78.27B | 2.34 | 10.28 | 8.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Citadel SA Bond H4 B2 | - | 12.76 | - | - | |
iShares Core MSCI World UCITS | IE00B4L5Y983 | 12.16 | 98.19 | +0.48% | |
BlackRock Global Index Funds - BlackRock World Equ | LU0836512615 | 4.99 | 303.450 | -0.28% | |
JPM USD Standard Mny mkt VNAV C (acc.) | LU0088277610 | 4.79 | - | - | |
Vanguard FTSE All-World UCITS USD Inc | IE00B3RBWM25 | 4.37 | 102.24 | +0.25% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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