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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 948 | 948 | 1119 | 1231 | 1459 | 2390 |
Fund Return | -5.23% | -5.23% | 11.87% | 7.18% | 7.85% | 9.1% |
Place in category | 93 | 93 | 31 | 223 | 132 | 76 |
% in Category | 47 | 47 | 20 | 95 | 82 | 77 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Uni Glbl Eq EM RA USD | 38.77M | 2.61 | -3.19 | 0.26 | ||
Uni Glbl Eq EM SA USD | 38.77M | 2.68 | -3.39 | -0.16 | ||
Uni Global Equities World RA USD | 29.91M | 4.19 | 0.12 | 4.70 | ||
Uni Global Equities World SA USD | 29.91M | 4.02 | -0.08 | 4.23 | ||
Uni Global Equities US SA USD | 18.37M | -5.18 | 6.65 | 8.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1861558580 | 2.59B | -15.14 | -28.36 | - | ||
LU1861556378 | 2.59B | -14.90 | -27.78 | - | ||
LU0077335932 | 421.85M | 3.05 | 7.39 | 9.74 | ||
OFI Invest US Eq I USD | 146.16M | 2.75 | 0.45 | 7.85 | ||
OFI Invest US Eq R USD | 133.17M | 2.04 | -0.39 | 6.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.15 | 209.68 | -2.15% | |
Microsoft | US5949181045 | 4.67 | 445.70 | -0.14% | |
Alphabet A | US02079K3059 | 2.92 | 176.30 | +0.69% | |
Amazon.com | US0231351067 | 2.73 | 186.10 | +1.80% | |
Berkshire Hathaway B | US0846707026 | 2.41 | 409.15 | +0.29% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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