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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 1053 | 1040 | 1317 | 1589 | - |
Fund Return | 7.54% | 5.31% | 3.99% | 9.62% | 9.71% | - |
Place in category | 1828 | 1181 | 949 | 249 | 83 | - |
% in Category | 68 | 46 | 36 | 14 | 8 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBAM 30 Global Leaders Equity I USu | 2.37B | 5.31 | 7.28 | 10.42 | ||
UBAM 30 Global Leaders Equity IHC | 2.37B | 2.65 | 5.12 | 10.89 | ||
UBAM Swiss Eq AC USD | 1.77B | 8.51 | 5.25 | - | ||
UBAM Swiss Eq UC USD | 1.77B | 8.67 | 5.62 | - | ||
UBAM Swiss Eq AHD USD | 1.77B | 8.77 | 5.48 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funzu | 14.03B | 4.30 | 1.56 | 9.83 | ||
Cap Group New Perspective lux ZLd | 14.03B | 4.39 | 1.79 | 10.00 | ||
Capital Group New Perspective Fuzdu | 14.03B | 4.29 | 1.56 | 9.83 | ||
Capital Group New Perspective Fuzgu | 14.03B | 4.28 | 1.56 | 9.84 | ||
Cap Group New Perspective lux N USD | 14.03B | 3.82 | 0.15 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.75 | 429.17 | -0.27% | |
Novo Nordisk A/S Class B | DK0060534915 | 4.57 | - | - | |
Visa A | US92826C8394 | 4.56 | 268.86 | -0.78% | |
Schneider Electric | FR0000121972 | 4.37 | 227.70 | +0.15% | |
Louis Vuitton | FR0000121014 | 4.12 | 725.40 | +0.17% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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