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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1022 | 1134 | 1307 | 1752 | 2225 |
Fund Return | 1.41% | 2.2% | 13.37% | 9.34% | 11.86% | 8.33% |
Place in category | 150 | 140 | 217 | 196 | 51 | 51 |
% in Category | 25 | 23 | 45 | 43 | 12 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
H4 Growth Fund B1 | 5.06B | 0.28 | 11.35 | 8.19 | ||
H4 Stable Fund B1 | 3.89B | 1.09 | 9.60 | - | ||
H4 Worldwide Equity Fund B1 | 3.45B | 0.50 | 11.62 | 9.72 | ||
Citadel Balanced H4 Fund B1 | 2.17B | 1.82 | 9.63 | 7.06 | ||
Citadel SA Multi-Factor Eq H4 B1 | 1.36B | 2.33 | 6.02 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investec Opportunity Fund E | 87.99B | 2.46 | 11.40 | 8.76 | ||
Investec Opportunity Fund R | 87.99B | 2.46 | 11.41 | 8.77 | ||
Investec Opportunity Fund F | 87.99B | 2.53 | 12.21 | 9.67 | ||
Investec Opportunity Fund D | 87.99B | 2.05 | 9.35 | 6.94 | ||
Investec Opportunity Fund C | 87.99B | 2.14 | 9.79 | 7.25 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Citadel SA Bond H4 B2 | - | 13.82 | - | - | |
iShares Core MSCI World UCITS | IE00B4L5Y983 | 11.87 | 97.94 | -5.22% | |
BlackRock Global Index Funds - BlackRock World Equ | LU0836512615 | 5.29 | 308.260 | -4.28% | |
JPM USD Standard Mny mkt VNAV C (acc.) | LU0088277610 | 5.05 | - | - | |
Peregrine US Mgd Vol Eq Z USD Dis | GG00BDCSCM83 | 4.78 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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