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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1061 | 1078 | 913 | 1066 | 1153 |
Fund Return | 7.85% | 6.06% | 7.85% | -2.98% | 1.28% | 1.43% |
Place in category | 331 | 172 | 331 | 813 | 407 | 198 |
% in Category | 33 | 15 | 33 | 94 | 50 | 41 |
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% | |
---|---|---|---|---|---|---|
Kapital Plus P EUR | 10.52M | -4.78 | 6.19 | 5.64 | ||
Kapital Plus P2 EUR | 5.57M | 4.66 | 2.63 | 3.53 | ||
Kapital Plus I EUR | 91.19M | 4.63 | 2.48 | 3.38 | ||
DE000A2DU1Y2 | 22.22M | - | - | - | ||
Kapital Plus A EUR | 3.17B | 0.40 | -0.25 | 2.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.26 | 423.85 | -0.16% | |
Alphabet A | US02079K3059 | 1.68 | 174.45 | -1.29% | |
Apple | US0378331005 | 1.47 | 196.89 | +1.24% | |
Mastercard | US57636Q1040 | 1.32 | 449.79 | +0.25% | |
Oat Tf 1% Nv25 Eur | FR0012938116 | 1.25 | 96.79 | +0.02% |
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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