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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1055 | 1036 | 1096 | 1241 | 1342 | 1733 |
Fund Return | 5.49% | 3.63% | 9.61% | 7.47% | 6.06% | 5.65% |
Place in category | 834 | 711 | 917 | 564 | 677 | 521 |
% in Category | 59 | 52 | 68 | 51 | 73 | 95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swiss Life Prudent EUR R Cap | 1.45B | 0.21 | -1.84 | 1.39 | ||
Swiss Lifes LuxEqGlblProtect I Acc | 403.28M | 4.62 | 3.99 | - | ||
Swiss Lifes LuxEqGlblProtect S Acc | 403.28M | 4.83 | 4.62 | - | ||
Swiss Life Equity Euro Zone R Cap | 487.87M | 7.31 | 5.57 | 5.83 | ||
Swiss Lifes LuxEqEuro Zone I EUR Ca | 487.87M | 7.65 | 6.57 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1261431768 | 861.59M | 5.43 | 6.96 | - | ||
Global Dividend Fund A MINCOME G EU | 428.83M | 5.45 | 6.96 | 8.71 | ||
Global Dividend Fund A QINCOME G EU | 1.94B | 5.44 | 6.95 | 8.71 | ||
Global Dividend Fund E Acc EUR | 292.02M | 5.18 | 6.17 | 7.88 | ||
Global Dividend Fund I Acc EUR | 199.01M | 5.79 | 8.02 | 9.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
J&J | US4781601046 | 3.00 | 146.67 | +0.96% | |
P&G | US7427181091 | 2.87 | 164.54 | +1.21% | |
Exxon Mobil | US30231G1022 | 2.67 | 117.26 | +2.87% | |
Coca-Cola | US1912161007 | 2.64 | 62.93 | +1.55% | |
Home Depot | US4370761029 | 2.35 | 334.87 | +1.73% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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