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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1050 | 1050 | 931 | 1424 | 1247 | - |
Fund Return | 5.05% | 5.05% | -6.91% | 12.49% | 4.52% | - |
Place in category | 519 | 519 | 971 | 672 | 534 | - |
% in Category | 34 | 34 | 70 | 60 | 56 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0090841692 | 1.2B | 15.15 | 7.96 | 8.60 | ||
Global Allocation Fund X4 USD | 544.48M | 3.00 | 2.28 | 5.95 | ||
Global Allocation Fund X2 USD | 774.72M | 2.97 | 0.69 | 5.99 | ||
BlackRock Glbl Funds Glbl Alloc E2 | 1.41B | 2.22 | -1.51 | 3.67 | ||
LU0329592538 | 1.1B | 2.65 | -0.27 | 4.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Dividend Fund A MINCOME G US | 773.37M | 1.82 | 2.80 | 5.91 | ||
Global Dividend Fund A QINCOME G US | 107.29M | 1.82 | 2.81 | 5.91 | ||
Global Dividend Fund Y Acc USD | 1.1B | 2.12 | 3.69 | 6.79 | ||
Global Dividend Fund A Acc USD | 1.42B | 4.71 | 4.15 | 6.29 | ||
Global Enhanced Equity Yield Fundd5 | 64.95M | 7.54 | 6.48 | 6.83 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.33 | 429.04 | +0.87% | |
Alphabet A | US02079K3059 | 2.30 | 177.85 | +0.53% | |
Walmart | US9311421039 | 2.27 | 65.15 | +1.51% | |
Apple | US0378331005 | 1.98 | 192.35 | +0.69% | |
J&J | US4781601046 | 1.95 | 151.24 | -0.02% |
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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