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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1149 | 1036 | 1149 | 1184 | 1351 | 1570 |
Fund Return | 14.91% | 3.58% | 14.91% | 5.8% | 6.2% | 4.61% |
Place in category | 99 | 181 | 99 | 28 | 71 | - |
% in Category | 4 | 6 | 4 | 2 | 4 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
APO Forte INKA | 413.83M | 14.42 | 0.62 | 4.02 | ||
APO Mezzo INKA | 335.49M | 10.36 | 0.90 | 2.67 | ||
HSBC Trinkaus Strategie Dynamik | 142.78M | 4.15 | 4.39 | 4.44 | ||
DuoPlus | 95.9M | 3.75 | -2.23 | -1.84 | ||
HSBC Strategie Balanced | 79.49M | 2.90 | 2.14 | 2.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PrivatFonds: Kontrolliert pro | 2.55B | 2.57 | 4.35 | 3.74 | ||
BBBank Kontinuitat Union | 1.39B | 12.80 | 1.45 | 3.59 | ||
Substanz Fonds | 1.3B | 3.26 | 2.76 | 4.45 | ||
UniStrategie:Ausgewogen | 1.15B | 12.48 | 2.01 | 3.95 | ||
Allianz Strategiefonds Balance A EU | 982.56M | 15.61 | 3.71 | 4.74 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
KfW 2.875 07-Jun-2033 | DE000A30V9M4 | 4.11 | 100.810 | 0.00% | |
NVIDIA | US67066G1040 | 3.70 | 134.43 | -4.05% | |
Option on EURO STOXX 50 | - | 3.31 | - | - | |
Microsoft | US5949181045 | 2.81 | 408.21 | -1.90% | |
Apple | US0378331005 | 2.75 | 245.55 | -0.11% |
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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