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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1088 | 1071 | 1234 | 1214 | 1461 | 2034 |
Fund Return | 8.8% | 7.07% | 23.45% | 6.69% | 7.88% | 7.36% |
Place in category | 2174 | 1144 | 797 | 2951 | 2185 | 1029 |
% in Category | 30 | 15 | 12 | 61 | 59 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Edmond De Rothschild Select up to 2 | 265.58M | 2.81 | 3.87 | 3.14 | ||
Edmond De Rotschild Select UpTo 30 | 162.06M | 3.41 | 4.57 | - | ||
Rothschild USA Taxable | 153.07M | 5.72 | 6.57 | 7.89 | ||
Edmond de Rothschild Bnd Portfl +30 | 47.95M | 3.40 | 1.60 | 3.12 | ||
Edmond De Rothschild Bonds + 15 | 29.27M | 1.66 | 2.01 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IL0051305543 | 191.14M | 6.89 | 2.94 | - | ||
Psagot Global Dividend Equity | 139.45M | 7.80 | 10.56 | 9.68 | ||
Analyst US Global Equity | 98.81M | 9.14 | 7.19 | 8.32 | ||
Epsilon Global Shares | 88.58M | 5.97 | 5.49 | 6.69 | ||
Harel Global Equity | 81.1M | 7.30 | 4.14 | 5.24 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR® S&P 500 ETF Trust | - | 6.66 | - | - | |
Source S&P 500 UCITS | IE00B3YCGJ38 | 4.78 | 1,018.91 | -0.89% | |
Invesco QQQ Trust | - | 4.26 | - | - | |
NVIDIA | US67066G1040 | 2.91 | 1,096.33 | -0.82% | |
AMD | US0079031078 | 2.41 | 166.90 | +0.16% |
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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