
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 1043 | 1110 | 1337 | 1580 | 2042 |
Fund Return | 1.93% | 4.35% | 10.96% | 10.17% | 9.58% | 7.4% |
Place in category | 109 | 115 | 577 | 171 | 319 | 122 |
% in Category | 16 | 19 | 95 | 32 | 72 | 55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
H4 Diversified Fund B1 | 8.08B | 2.11 | 10.01 | 8.71 | ||
H4 Growth Fund B1 | 5.07B | 2.03 | 11.94 | 8.80 | ||
H4 Stable Fund B1 | 3.9B | 1.38 | 9.90 | - | ||
H4 Worldwide Equity Fund B1 | 3.47B | 2.54 | 12.45 | 10.37 | ||
Citadel Global Equity H4 Fund of B1 | 1.28B | 2.53 | 14.15 | 13.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Allan Gray Balanced Fund A | 205.55B | 1.50 | 10.74 | 8.60 | ||
Allan Gray Balanced Fund C | 205.55B | 10.56 | 10.66 | 8.87 | ||
Allan Gray Balanced Fund X | 205.55B | 11.48 | 11.75 | - | ||
Coronation Balanced Plus Fund A | 127.87B | 2.16 | 10.53 | 8.32 | ||
Coronation Balanced Plus Fund D | 127.87B | 2.19 | 10.85 | 8.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Citadel SA Multi-Factor Equity H4 B2 | - | 16.88 | - | - | |
Peregrine US Bond Dollar | GG00BD72S838 | 9.69 | - | - | |
Citadel SA Bond H4 B2 | - | 7.17 | - | - | |
Vanguard USD Treasury Bond UCITS USD Accumulation | IE00BGYWFS63 | 7.08 | 23.30 | +0.09% | |
Peregrine US Mgd Vol Eq Z USD Dis | GG00BDCSCM83 | 6.02 | - | - |
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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