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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1086 | 1040 | 1205 | 1167 | 1545 | 1892 |
Fund Return | 8.64% | 3.98% | 20.53% | 5.28% | 9.09% | 6.59% |
Place in category | 137 | 418 | 179 | 240 | 248 | 133 |
% in Category | 13 | 31 | 20 | 23 | 29 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0090841692 | 1.19B | 14.95 | 7.74 | 8.10 | ||
Global Allocation Fund X4 USD | 543.78M | 3.00 | 2.28 | 5.95 | ||
LU0147395726 | 360.23M | 4.03 | -1.82 | 2.96 | ||
Global Allocation Fund J2 USD | 15.54M | 5.34 | 1.14 | 6.05 | ||
BlackRock Global Allocation USD A2 | 6.46B | 2.39 | -1.02 | 4.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Dividend Fund A Acc USD | 1.43B | 5.49 | 3.19 | 6.03 | ||
Global Dividend Fund A MINCOME G US | 754.86M | 5.44 | 3.18 | 6.03 | ||
Global Dividend Fund A QINCOME G US | 106.75M | 5.45 | 3.19 | 6.03 | ||
Global Dividend Fund Y Acc USD | 1.03B | 5.87 | 4.09 | 6.91 | ||
Global Enhanced Equity Yield Fund 2 | 135.09M | 8.17 | 4.33 | 5.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.01 | 423.85 | -0.16% | |
Amazon.com | US0231351067 | 3.73 | 184.30 | -0.38% | |
Apple | US0378331005 | 3.72 | 196.89 | +1.24% | |
Alphabet A | US02079K3059 | 2.63 | 174.45 | -1.29% | |
NVIDIA | US67066G1040 | 2.49 | 1,208.61 | -0.11% |
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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