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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1176 | 1039 | 1176 | 1227 | 1636 | 2637 |
Fund Return | 17.56% | 3.92% | 17.56% | 7.06% | 10.34% | 10.18% |
Place in category | 4352 | 4687 | 4352 | 2068 | 1845 | 726 |
% in Category | 66 | 65 | 66 | 40 | 49 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux C CHF | 15.73B | 17.04 | 2.93 | - | ||
Cap Group NewPerspective lux ZL CHF | 15.73B | 16.33 | 2.33 | 10.85 | ||
Cap Group NewPerspective lux A7 CHF | 15.73B | 16.51 | 2.48 | - | ||
CapGroup NewPerspective lux ZLd CHF | 15.73B | 16.42 | 2.36 | 10.86 | ||
Cap Group NewPerspective lux Bh CHF | 14.04B | 15.57 | 0.16 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pictet Hi div Selection I CHF | 846.08M | 13.49 | -4.40 | 3.06 | ||
Pictet Hi div Selection I dy CHF | 846.08M | 13.50 | -4.40 | 3.06 | ||
Pictet Hi div Selection P CHF | 846.08M | 13.91 | -5.06 | 2.41 | ||
Pictet Hi div Selection P dy CHF | 846.08M | 13.90 | -5.06 | 2.41 | ||
ValueInvest LUX Global A Disc | 438.83M | 5.86 | 2.14 | 6.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 2.76 | 224.31 | -2.18% | |
Novo Nordisk B | DK0062498333 | 2.42 | 632.3 | +0.37% | |
Apple | US0378331005 | 2.28 | 236.85 | -2.41% | |
Microsoft | US5949181045 | 2.28 | 418.95 | -1.32% | |
AstraZeneca | GB0009895292 | 1.90 | 10,982.0 | -0.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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