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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1095 | 1019 | 1143 | 1416 | 1202 | 1495 |
| Fund Return | 9.54% | 1.88% | 14.32% | 12.3% | 3.75% | 4.1% |
| Place in category | 1031 | 795 | 1088 | 525 | 953 | 625 |
| % in Category | 56 | 48 | 61 | 37 | 76 | 89 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| ACATIS Fair Value Modulor Vermogens | 179.22M | 8.96 | 4.19 | 5.34 | ||
| ACATIS Fair Value Modulor Vermogeni | 179.22M | 8.49 | 3.49 | 4.70 | ||
| FU Fonds Multi Asset Fonds P | 83.62M | 16.69 | 14.73 | 8.08 | ||
| H A Aktien Small Cap EMU C I | 84.01M | 8.50 | 9.68 | 7.88 | ||
| H A Aktien Small Cap EMU A | 84.01M | 8.14 | 9.06 | 7.32 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Universal Invest Hi C Acc | 6.15M | 9.52 | 12.25 | 7.57 | ||
| Universal Invest Hi D Inc | 208.86M | 8.62 | 11.33 | 6.87 | ||
| Universal Invest Hi A Acc | 12.4M | 9.01 | 11.50 | 6.95 | ||
| Universal Invest Hi D Acc | 936.48M | 9.02 | 11.47 | 6.81 | ||
| Universal Invest Hi A Inc | 2.34M | 8.59 | 11.35 | 6.91 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| iShares Dow Jones Global Titans 50 UCITS | DE0006289382 | 9.81 | 117.24 | +0.65% | |
| Quantex Global Value EUR I | LI0399611685 | 7.59 | - | - | |
| Xtrackers MSCI World Value UCITS 1C | IE00BL25JM42 | 7.58 | 74.70 | +0.28% | |
| Amundi MSCI EM Asia UCITS | LU1681044480 | 7.47 | 59.94 | +0.20% | |
| JPMorgan Funds China Fund C (dist) USD | LU0822046875 | 7.32 | 195.230 | +0.98% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
| Summary | Neutral | Strong Buy | Strong Buy |
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