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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1053 | 1143 | 1144 | 1414 | 1930 |
Fund Return | 5.3% | 5.3% | 14.26% | 4.58% | 7.17% | 6.8% |
Place in category | 272 | 272 | 214 | 97 | 69 | 9 |
% in Category | 53 | 53 | 43 | 25 | 27 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thesis Lavaud Acc | 360.14M | 9.63 | 7.14 | 8.51 | ||
QS Growth Class A US Accumulating | 93.27M | 0.05 | 2.12 | 4.85 | ||
Multi Asset Growth Fund B USD Acc N | 5.91M | 6.34 | 4.34 | 6.34 | ||
STANLIB Offshore Unit Trusts STANLI | 80.4M | 5.20 | 1.07 | 4.65 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.42 | - | - | |
Dodge & Cox Worldwide Global Bd USD Acc | IE00B5568D66 | 4.46 | - | - | |
Cencora Inc | - | 4.39 | - | - | |
Prescient Global Funds - Prescient Global Income P | IE00B1Y40H10 | 4.05 | 1.594 | +0.13% | |
Williams-Sonoma Inc | - | 3.82 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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