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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1050 | 1077 | 1140 | 1121 | 1328 | 1659 |
Fund Return | 5.05% | 7.71% | 13.99% | 3.89% | 5.84% | 5.19% |
Place in category | 8 | 14 | 16 | 78 | 19 | 7 |
% in Category | 2 | 3 | 4 | 19 | 5 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UniGlobal I | 17.58B | 11.02 | 11.29 | 12.58 | ||
UniGlobal | 17.58B | 10.19 | 13.77 | 11.96 | ||
PrivatFonds: Kontrolliert | 15.77B | 4.14 | -0.26 | 1.51 | ||
UniFavorit: Aktien I | 11.45B | 13.76 | 11.33 | 12.50 | ||
UniFavorit: Aktien net | 11.45B | 13.44 | 10.39 | 11.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UniRak net | 7.54B | 5.29 | 1.66 | 4.88 | ||
Deka PB Multimanager ausgewogen | 1.27B | 1.87 | 0.63 | 2.48 | ||
Berenberg 1590 Multi Asset Strat A | 330.99M | 2.68 | -0.96 | 3.19 | ||
Berenberg 1590 Multi Asset Strat B | 330.99M | 2.69 | -0.96 | 3.19 | ||
Julius Baer Germany Focus Balance A | 330.65M | -1.44 | 1.02 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.99 | 420.21 | -0.19% | |
Alphabet A | US02079K3059 | 3.07 | 176.06 | +1.08% | |
Mastercard | US57636Q1040 | 2.43 | 460.41 | +0.34% | |
JPMorgan | US46625H1005 | 1.69 | 204.85 | +1.18% | |
Amazon.com | US0231351067 | 1.68 | 184.70 | +0.58% |
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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