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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1071 | 952 | 1071 | 1097 | 1496 | 2049 |
Fund Return | 7.13% | -4.76% | 7.13% | 3.14% | 8.4% | 7.43% |
Place in category | 837 | 648 | 837 | 563 | 178 | 134 |
% in Category | 58 | 41 | 58 | 47 | 19 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Income Fund D div USD hedged | 18.07B | 7.79 | 0.73 | 3.50 | ||
JPI Global Income Fund A acc USD he | 18.07B | 8.20 | 1.11 | 3.89 | ||
JPI Global Income Fund A div USD he | 18.07B | 8.23 | 1.12 | 3.90 | ||
JPI Global Income Fund A mth USD he | 18.07B | 8.19 | 1.10 | 3.87 | ||
JPI Global Income Fund C acc USD he | 18.07B | 8.93 | 1.78 | 4.58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Dividend Fund A Acc USD | 1.7B | 10.49 | 3.75 | 6.51 | ||
Global Dividend Fund A MINCOME G US | 748.59M | 10.43 | 3.74 | 6.51 | ||
Global Dividend Fund A QINCOME G US | 119.02M | 10.49 | 3.75 | 6.52 | ||
Global Dividend Fund Y Acc USD | 570.43M | 11.44 | 4.64 | 7.40 | ||
LU1116320737 | 3.68B | 16.71 | 4.76 | 6.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.72 | 415.24 | -6.13% | |
Meta Platforms | US30303M1027 | 3.40 | 687.65 | +1.65% | |
Taiwan Semicon | TW0002330008 | 3.00 | 1,135.00 | +1.34% | |
Otis Worldwide | US68902V1070 | 2.44 | 94.98 | +0.35% | |
UnitedHealth | US91324P1021 | 2.43 | 544.55 | +1.20% |
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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