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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1018 | 1028 | 1096 | 1318 | 1656 | 1978 |
Fund Return | 1.82% | 2.83% | 9.6% | 9.63% | 10.62% | 7.06% |
Place in category | 134 | 75 | 548 | 212 | 325 | 138 |
% in Category | 21 | 12 | 90 | 39 | 71 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
H4 Diversified Fund B1 | 8.18B | 1.41 | 9.34 | 8.33 | ||
H4 Growth Fund B1 | 4.99B | 0.28 | 11.35 | 8.19 | ||
H4 Stable Fund B1 | 3.86B | 1.09 | 9.60 | - | ||
H4 Worldwide Equity Fund B1 | 3.39B | 0.50 | 11.62 | 9.72 | ||
Citadel SA Multi-Factor Eq H4 B1 | 1.36B | 2.33 | 6.02 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Allan Gray Balanced Fund C | 206.51B | 2.12 | 10.44 | 8.72 | ||
Allan Gray Balanced Fund X | 206.51B | 2.21 | 11.52 | - | ||
Allan Gray Balanced Fund A | 206.51B | 2.09 | 10.26 | 8.54 | ||
Coronation Balanced Plus Fund A | 122.55B | 1.99 | 10.14 | 7.99 | ||
Coronation Balanced Plus Fund D | 122.55B | 2.04 | 10.45 | 8.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Citadel SA Multi-Factor Equity H4 B2 | - | 17.25 | - | - | |
Peregrine US Bond Dollar | GG00BD72S838 | 9.95 | - | - | |
Citadel SA Bond H4 B2 | - | 7.31 | - | - | |
Vanguard USD Treasury Bond UCITS USD Accumulation | IE00BGYWFS63 | 7.27 | 23.25 | 0.00% | |
Peregrine US Mgd Vol Eq Z USD Dis | GG00BDCSCM83 | 5.97 | - | - |
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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