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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1105 | 1063 | 1214 | 1446 | 1702 | 2895 |
Fund Return | 10.52% | 6.33% | 21.39% | 13.08% | 11.23% | 11.22% |
Place in category | 14 | 22 | 13 | 12 | 9 | 11 |
% in Category | 29 | 36 | 27 | 25 | 19 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CFS FC W PSup FirstChoice W Moderat | 4.66B | 3.20 | 2.61 | 5.21 | ||
CFS FC W Pen FirstChoice W Moderate | 4.66B | 3.61 | 3.00 | 5.85 | ||
CFS FC ESup FirstChoice Moderate Se | 4.66B | 3.35 | 2.98 | 5.31 | ||
FirstChoice WS Inv FirstChoice WS M | 4.66B | 3.57 | 2.71 | 5.57 | ||
FirstChoice WS Inv CFS WS Geared Sh | 4.07B | 3.95 | 6.67 | 13.18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schroder Global Value Fund | 930.77M | 11.14 | 10.58 | 9.50 | ||
Antipodes Global Fund Long Only Cla | 680.5M | 9.83 | 4.32 | 11.10 | ||
CFS FC WS Inv Altrinsic W Global Eq | 501.38M | 13.19 | 16.76 | 11.92 | ||
Acadian Wholesale Global Eqty Long | 414.96M | 13.98 | 32.44 | 18.72 | ||
Lazard Global Equity Franchise Fund | 239.36M | 0.62 | 11.45 | 12.84 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.18 | 192.25 | +0.54% | |
Microsoft | US5949181045 | 1.21 | 415.13 | +0.23% | |
Amazon.com | US0231351067 | 1.10 | 176.44 | -1.60% | |
Meta Platforms | US30303M1027 | 1.09 | 466.83 | +0.05% | |
Visa A | US92826C8394 | 0.99 | 272.46 | +0.43% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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