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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1101 | 1069 | 1437 | 1802 | 2539 | 3140 |
Fund Return | 10.14% | 6.94% | 43.74% | 21.69% | 20.48% | 12.12% |
Place in category | 1086 | 1679 | 466 | 159 | 127 | 132 |
% in Category | 48 | 73 | 22 | 11 | 12 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1037949358 | 6.28B | 1.83 | 7.73 | - | ||
Thematic Research Portfolio SX Accg | 2.86B | 10.51 | 22.54 | 12.86 | ||
LU2485953298 | 1.31B | 0.33 | - | - | ||
Global Value Portfolio S Accg | 571.13M | -16.94 | 5.92 | 8.02 | ||
Global Value Portfolio S1 Accg | 571.13M | -17.30 | 5.17 | 7.27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU2322252383 | 14.09B | 4.38 | 1.71 | - | ||
Cap Group New Perspective lux C GBP | 14.09B | 4.59 | 2.37 | - | ||
Cap Group NewPerspective lux ZL GBP | 14.09B | 4.37 | 1.78 | 10.00 | ||
Cap Group NewPerspective lux A7 GBP | 14.09B | 4.41 | 1.93 | - | ||
CapGroup NewPerspective lux ZLd GBP | 14.09B | 4.39 | 1.79 | 10.00 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Waste Management | US94106L1098 | 3.35 | 208.33 | -0.07% | |
Deere&Company | US2441991054 | 2.84 | 386.74 | -1.21% | |
Becton Dickinson | US0758871091 | 2.77 | 234.86 | -0.96% | |
SVB | US78486Q1013 | 2.74 | 0.0600 | +9.09% | |
Vestas Wind | DK0061539921 | 2.73 | 193.8 | +1.12% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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