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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1082 | 1082 | 1231 | 1301 | 1566 | 2283 |
Fund Return | 8.25% | 8.25% | 23.1% | 9.17% | 9.39% | 8.61% |
Place in category | 296 | 296 | 137 | 119 | 222 | 98 |
% in Category | 62 | 62 | 32 | 29 | 66 | 46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1560650563 | 816.08M | - | - | - | ||
Fidelity Global Technology A-Acc | 234.39M | -8.24 | 26.64 | - | ||
Global Dividend Fund A MINCOME G US | 747.04M | 4.69 | 4.16 | 6.29 | ||
Global Dividend Fund A Acc USD | 1.35B | 4.71 | 4.15 | 6.29 | ||
Global Dividend Fund A QINCOME G US | 102.69M | 4.68 | 4.14 | 6.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Robeco BP US Premium Equities F $ | 5.15B | 8.63 | 9.51 | 9.42 | ||
Robeco BP US Premium Equities I $ | 5.15B | 4.06 | 10.16 | 9.34 | ||
Robeco BP US Premium Equities K $ | 5.15B | 4.06 | 10.16 | 9.34 | ||
LU2216803838 | 5.15B | -0.62 | 13.32 | - | ||
LU0226953718 | 5.15B | -1.43 | 12.22 | 7.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
McKesson | US58155Q1031 | 4.30 | 536.46 | -1.26% | |
Wells Fargo&Co | US9497461015 | 4.21 | 59.81 | -0.17% | |
Alphabet A | US02079K3059 | 4.13 | 166.15 | -3.37% | |
Salesforce Inc | US79466L3024 | 3.86 | 275.86 | +0.57% | |
Berkshire Hathaway B | US0846707026 | 3.85 | 400.84 | -0.31% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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