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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1053 | 1182 | 1235 | 1801 | 2694 |
Fund Return | 5.31% | 5.31% | 18.17% | 7.28% | 12.48% | 10.42% |
Place in category | 2524 | 2524 | 2029 | 260 | 230 | 104 |
% in Category | 82 | 82 | 70 | 14 | 16 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBAM 30 Global Leaders Equity IHC | 2.44B | 6.78 | 8.58 | 11.42 | ||
UBAM Swiss Eq AC USD | 1.72B | 8.51 | 5.25 | - | ||
UBAM Swiss Eq UC USD | 1.72B | 8.67 | 5.62 | - | ||
UBAM Swiss Eq AHD USD | 1.72B | 8.77 | 5.48 | - | ||
UBAM Swiss Eq IHD USD | 1.72B | 8.94 | 5.89 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux C | 13.63B | 8.20 | 5.30 | - | ||
LU2097333152 | 13.63B | 8.01 | 4.60 | - | ||
Cap Group New Perspective lux ZL | 13.63B | 8.03 | 4.70 | 10.35 | ||
Capital Group New Perspective Fundu | 13.63B | 8.02 | 4.73 | 10.38 | ||
Cap Group New Perspective lux A7 | 13.63B | 8.04 | 4.82 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.64 | 407.05 | +0.10% | |
Visa A | US92826C8394 | 4.48 | 269.87 | +0.51% | |
Schneider Electric | FR0000121972 | 4.40 | 219.20 | +1.34% | |
Alphabet C | US02079K1079 | 4.38 | 168.10 | -0.53% | |
Adobe | US00724F1012 | 4.06 | 490.87 | +0.96% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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