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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1129 | 1100 | 1037 | 1182 | 1401 | 1887 |
Fund Return | 12.87% | 10.04% | 3.7% | 5.73% | 6.98% | 6.56% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0912194411 | 2.52B | 13.11 | 6.25 | - | ||
MulticoopJuliusBaerEqSpeclValCHF Kh | 1.71B | 2.27 | 10.21 | - | ||
MulticoopJuliusBaerEqSpeclValCHF Ch | 1.71B | 2.29 | 10.25 | 5.61 | ||
MulticoopJuliusBaerEqSpeclValCHF Ah | 1.71B | 1.95 | 9.38 | 4.78 | ||
MulticoopJuliusBaerEqSpeclValCHF Bh | 1.71B | 1.95 | 9.38 | 4.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group NewPerspective lux Bh CHF | 13.63B | 0.85 | 0.49 | - | ||
Cap Group NewPerspective lux Zh CHF | 13.63B | 0.91 | 1.26 | - | ||
CapGroup NewPerspective lux ZLh CHF | 13.63B | 0.92 | 1.48 | - | ||
LU1201780084 | 21.8M | 1.21 | 5.75 | - | ||
Eleva Euro Slct Class I CHF H Acc | 5.54B | 9.39 | 13.62 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.65 | 412.38 | -0.28% | |
Apple | US0378331005 | 5.11 | 183.71 | +1.10% | |
Alphabet A | US02079K3059 | 4.33 | 170.16 | +1.23% | |
Visa A | US92826C8394 | 3.96 | 274.03 | +0.50% | |
UnitedHealth | US91324P1021 | 3.72 | 495.64 | +0.26% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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