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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1050 | 1077 | 1140 | 1121 | 1328 | 1659 |
Fund Return | 5.05% | 7.71% | 13.99% | 3.89% | 5.84% | 5.19% |
Place in category | 8 | 14 | 16 | 78 | 19 | 7 |
% in Category | 2 | 3 | 4 | 19 | 5 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UniGlobal I | 17.72B | 14.92 | 12.51 | 12.58 | ||
UniGlobal | 17.72B | 10.19 | 13.77 | 11.96 | ||
PrivatFonds: Kontrolliert | 15.63B | 5.58 | 0.21 | 1.50 | ||
UniFavorit: Aktien I | 11.65B | 17.99 | 12.55 | 12.54 | ||
UniFavorit: Aktien net | 11.65B | 17.84 | 11.68 | 11.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UniRak net | 7.7B | 7.25 | 2.22 | 4.80 | ||
Deka PB Multimanager ausgewogen | 1.26B | 1.87 | 0.63 | 2.48 | ||
Berenberg 1590 Multi Asset Strat A | 329.84M | 4.28 | -0.65 | 3.21 | ||
Berenberg 1590 Multi Asset Strat B | 329.84M | 4.29 | -0.65 | 3.21 | ||
Julius Baer Germany Focus Balance A | 331.95M | -1.44 | 1.02 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.99 | 423.85 | -0.16% | |
Alphabet A | US02079K3059 | 3.07 | 174.45 | -1.29% | |
Mastercard | US57636Q1040 | 2.43 | 449.79 | +0.25% | |
JPMorgan | US46625H1005 | 1.69 | 199.95 | +1.54% | |
Amazon.com | US0231351067 | 1.68 | 184.30 | -0.38% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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