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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 824 | 1005 | 859 | 1170 | 1525 | 3211 |
Fund Return | -17.57% | 0.5% | -14.06% | 5.37% | 8.8% | 12.37% |
Place in category | 15 | 18 | 18 | 10 | 15 | 9 |
% in Category | 22 | 53 | 38 | 31 | 47 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMP Capital Future Directions Balan | 8.24B | -7.90 | 4.24 | 8.00 | ||
North Index Balanced | 5.06B | 5.81 | 6.46 | 7.48 | ||
Ipac Select Index Balanced | 5.06B | 5.81 | 6.46 | 7.48 | ||
North Index Growth | 2.99B | 7.13 | 8.13 | 8.67 | ||
Ipac Select Index Growth | 2.99B | 7.13 | 8.13 | 8.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Global Equity Fund | 5.94B | 15.12 | 5.65 | 14.07 | ||
Walter Scott Global Equity Fund | 4.9B | 12.31 | 12.56 | 13.46 | ||
AU60ETL73771 | 2.41B | 24.41 | 22.55 | - | ||
Franklin Global Growth Fund I class | 951.01M | 3.58 | 5.01 | 13.70 | ||
Franklin Global Growth Fund W Clas | 951.01M | 3.55 | 4.85 | 13.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.90 | 389.33 | -3.21% | |
Alphabet A | US02079K3059 | 4.39 | 162.78 | -2.03% | |
Berkshire Hathaway B | US0846707026 | 4.18 | 396.71 | -1.06% | |
UnitedHealth | US91324P1021 | 3.79 | 483.70 | -1.09% | |
Amazon.com | US0231351067 | 3.75 | 175.00 | -3.29% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Sell |
Summary | Strong Buy | Strong Buy | Neutral |
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