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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1145 | 1024 | 1318 | 1050 | 1774 | 2779 |
Fund Return | 14.52% | 2.41% | 31.79% | 1.65% | 12.14% | 10.76% |
Place in category | 975 | 1144 | 1249 | 826 | 259 | 100 |
% in Category | 36 | 41 | 45 | 36 | 16 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux C CHF | 15.34B | 15.10 | 2.23 | - | ||
Cap Group NewPerspective lux A7 CHF | 15.34B | 14.68 | 1.79 | - | ||
CapGroup NewPerspective lux ZLd CHF | 15.34B | 14.56 | 1.65 | 10.76 | ||
Cap Group NewPerspective lux Bh CHF | 10.67B | 0.85 | 0.49 | - | ||
Cap Group NewPerspective lux Zh CHF | 10.67B | 0.91 | 1.26 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU2413740767 | 15.52B | 14.48 | 1.57 | - | ||
Cap Group New Perspective lux C CHF | 15.34B | 15.10 | 2.23 | - | ||
Cap Group NewPerspective lux A7 CHF | 15.34B | 14.68 | 1.79 | - | ||
CapGroup NewPerspective lux ZLd CHF | 15.34B | 14.56 | 1.65 | 10.76 | ||
Fundsmith Equity Fund Feeder I CHFi | 8.58B | 12.51 | -0.47 | 10.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 3.69 | 563.09 | -0.43% | |
Microsoft | US5949181045 | 3.35 | 412.87 | -0.43% | |
Taiwan Semicon | TW0002330008 | 3.04 | 1,010.00 | -1.46% | |
Broadcom | US11135F1012 | 2.74 | 163.94 | +0.42% | |
Novo Nordisk B | DK0062498333 | 2.57 | 721.8 | -2.21% |
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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