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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1060 | 1030 | 1092 | 989 | 1111 | 1339 |
Fund Return | 6.02% | 2.96% | 9.17% | -0.36% | 2.12% | 2.96% |
Place in category | 5 | 5 | 6 | 10 | 2 | 2 |
% in Category | 4 | 4 | 5 | 11 | 3 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PHATRA GLOBAL NEW PERSPECTIVE | 5.11B | 12.37 | 5.86 | - | ||
Phatra Long Term Equity Dividend Fu | 4.75B | -3.17 | -5.09 | 0.92 | ||
Phatra Equity Retirement Mutual Fun | 1.79B | 0.34 | -2.18 | 3.44 | ||
Phatra Income Retirement Mutual | 1.04B | 1.35 | 2.17 | 2.28 | ||
Phatra Small And Mid Cap Equity | 757.24M | 2.36 | -2.87 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
K PLAN 3 Fund | 2.44B | 1.41 | -0.41 | 3.00 | ||
United Flexible Income A | 196.68M | -1.18 | -3.40 | - | ||
United Flexible Income N | 1.22B | -1.18 | -3.40 | - | ||
TH7372010002 | 1.3B | 0.20 | -2.48 | - | ||
TH8459010006 | 462.33M | 1.63 | -1.25 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard S&P 500 ETF | - | 26.26 | - | - | |
iShares MSCI Emerging Markets ex China | US46434G7640 | 6.98 | 57.50 | -0.78% | |
Henderson Horizon Global High Yield Bond Fund I2 U | LU0978624350 | 6.51 | 166.980 | -0.11% | |
Vanguard FTSE Europe ETF | - | 5.36 | - | - | |
Henderson Horizon Global Property Equities Fund I2 | LU0209137628 | 5.12 | 28.340 | -1.39% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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