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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1048 | 1048 | 1089 | 991 | 1172 | 1437 |
Fund Return | 4.75% | 4.75% | 8.92% | -0.3% | 3.22% | 3.69% |
Place in category | 247 | 247 | 170 | 177 | - | - |
% in Category | 80 | 80 | 57 | 82 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DGC Stock Selection A CHF Acc | 473.66M | 6.38 | 10.77 | 8.51 | ||
Diversified Growth CompanyHorizonte | 141.33M | 0.71 | -1.52 | 0.53 | ||
DGC NS Balanced Class B CHF Acc | 93.98M | 1.53 | -0.71 | - | ||
DGC NS Balanced Class A CHF Acc | 91.17M | 1.49 | -0.96 | 1.37 | ||
DGC Franck Muller Luxury B CHF Acc | 77M | 7.30 | 2.36 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CS Lux Prtflio Fund Growth CHF B | 258.08M | -19.81 | -0.94 | 2.76 | ||
Baloise Inv Lux BFI Dynamic CHF R A | 52.16M | 3.32 | 3.26 | 3.09 | ||
LU0818796053 | 8.18M | 12.08 | 7.97 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fundsmith Sustainable Equity Fund I Acc | GB00BF0V6P41 | 8.56 | 1.911 | +0.24% | |
iShares US Medical Devices UCITS USD (Acc) | IE00BMX0DF60 | 7.81 | 5.84 | -0.77% | |
UBS AG | CH0511367242 | 7.65 | - | - | |
DGC Stock Selection A EUR | LU0947862743 | 7.14 | 268.489 | -1.21% | |
iShares MSCI World SRI UCITS ETF USD (Dist) | IE00BDZZTM54 | 7.05 | 8.51 | +0.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | Neutral | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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