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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 1044 | 1151 | 1331 | 1677 | 2305 |
Fund Return | 2.11% | 4.44% | 15.14% | 10.01% | 10.9% | 8.71% |
Place in category | 30 | 90 | 127 | 133 | 56 | 48 |
% in Category | 6 | 16 | 25 | 27 | 14 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
H4 Growth Fund B1 | 5.01B | 2.03 | 11.94 | 8.80 | ||
H4 Stable Fund B1 | 3.91B | 1.38 | 9.90 | - | ||
H4 Worldwide Equity Fund B1 | 3.43B | 2.54 | 12.45 | 10.37 | ||
Citadel Balanced H4 Fund B1 | 2.17B | 1.93 | 10.17 | 7.40 | ||
Citadel Global Equity H4 Fund of B1 | 1.27B | 2.53 | 14.15 | 13.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investec Opportunity Fund J | 86.85B | 1.83 | 10.96 | 9.02 | ||
Investec Opportunity Fund Z | 86.85B | 1.92 | 12.07 | 10.21 | ||
Investec Opportunity Fund B | 86.85B | 1.72 | 10.13 | 8.31 | ||
Investec Opportunity Fund G | 87.59B | 1.78 | 10.24 | 8.32 | ||
Investec Opportunity Fund A | 86.85B | 1.72 | 10.13 | 8.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Citadel SA Bond H4 B2 | - | 13.86 | - | - | |
iShares Core MSCI World UCITS | IE00B4L5Y983 | 12.33 | 109.73 | -1.13% | |
Vanguard USD Treasury Bond UCITS USD Accumulation | IE00BGYWFS63 | 5.72 | 23.62 | +0.47% | |
BlackRock Global Index Funds - BlackRock World Equ | LU0836512615 | 5.51 | 338.820 | -1.11% | |
Peregrine US Mgd Vol Eq Z USD Dis | GG00BDCSCM83 | 4.93 | - | - |
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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