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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 1060 | 1075 | 904 | 1047 | 1112 |
Fund Return | 7.47% | 5.97% | 7.47% | -3.32% | 0.93% | 1.07% |
Place in category | 387 | 189 | 387 | 835 | 497 | 267 |
% in Category | 38 | 17 | 38 | 97 | 64 | 55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UniGlobal I | 17B | 14.04 | 13.16 | 12.86 | ||
UniGlobal | 17B | 10.19 | 13.77 | 11.96 | ||
PrivatFonds: Kontrolliert | 15.54B | 5.71 | 0.50 | 1.68 | ||
UniFavorit: Aktien I | 11.09B | 16.97 | 12.98 | 12.64 | ||
UniFavorit: Aktien net | 11.09B | 16.78 | 12.04 | 11.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kapital Plus P EUR | 6.46M | -4.78 | 6.19 | 5.64 | ||
Kapital Plus P2 EUR | 5.46M | 4.66 | 2.63 | 3.53 | ||
Kapital Plus I EUR | 89.39M | 4.63 | 2.48 | 3.38 | ||
DE000A2DU1Y2 | 22.41M | - | - | - | ||
Kapital Plus A EUR | 3.14B | 0.40 | -0.25 | 2.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.26 | 409.81 | +2.70% | |
Alphabet A | US02079K3059 | 1.68 | 171.84 | +10.16% | |
Apple | US0378331005 | 1.47 | 170.41 | +0.31% | |
Mastercard | US57636Q1040 | 1.32 | 462.63 | +0.11% | |
Oat Tf 1% Nv25 Eur | FR0012938116 | 1.25 | 96.63 | +0.02% |
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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