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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 948 | 948 | 1114 | 1213 | 1421 | 2277 |
Fund Return | -5.18% | -5.18% | 11.37% | 6.65% | 7.28% | 8.57% |
Place in category | 92 | 92 | 33 | 234 | 143 | 85 |
% in Category | 46 | 46 | 21 | 99 | 87 | 84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Uni Glbl Eq EM RA USD | 38.81M | 2.87 | -1.60 | 0.75 | ||
Uni Glbl Eq EM SA USD | 38.48M | 1.92 | -2.95 | -0.01 | ||
Uni Global Equities World RA USD | 30.22M | 2.64 | 2.65 | 5.02 | ||
Uni Global Equities World SA USD | 30.22M | 1.50 | -0.30 | 4.18 | ||
Uni Glbl Eq US SD USD | 18.37M | 10.54 | 6.70 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1861556378 | 2.72B | -12.25 | -30.42 | - | ||
LU1861558580 | 2.72B | -12.23 | -30.95 | - | ||
LU0077335932 | 422.5M | 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 | 189.87 | +0.08% | |
Microsoft | US5949181045 | 4.67 | 420.99 | -0.49% | |
Alphabet A | US02079K3059 | 2.92 | 174.11 | +0.93% | |
Amazon.com | US0231351067 | 2.73 | 183.60 | -1.29% | |
Berkshire Hathaway B | US0846707026 | 2.41 | 413.12 | +0.09% |
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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