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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1022 | 1046 | 1097 | 1139 | 1276 | 1539 |
Fund Return | 2.17% | 4.64% | 9.75% | 4.42% | 5% | 4.4% |
Place in category | 1946 | 1240 | 1710 | 775 | 621 | 250 |
% in Category | 53 | 37 | 53 | 30 | 31 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS F Flex Patrimoine EUR i EUR | 116.16M | 1.31 | -0.82 | 1.11 | ||
UBS F Flex Patrimoine EUR R EUR | 116.16M | 1.27 | -1.31 | 0.60 | ||
UBS F Opportunites Monde 50 EUR R | 107.08M | 1.25 | 3.17 | 2.57 | ||
Selection Internationale Privee C | 85.79M | 5.36 | 2.43 | 3.36 | ||
SJP Invest | 78.53M | 2.97 | 4.53 | 5.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
R Valor C EUR | 6.44B | 3.39 | 8.03 | 8.29 | ||
R Valor D EUR | 6.44B | 3.39 | 8.03 | 8.30 | ||
R Valor F EUR | 6.44B | 3.36 | 7.65 | 7.83 | ||
R Valor P EUR | 6.44B | 3.43 | 8.57 | 8.77 | ||
CPR Croissance Reactive i | 1.08B | 1.06 | 2.39 | 2.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
LMdG Flex Court Terme (EUR) I | FR0010762302 | 7.39 | - | - | |
OFI Precious Metals I | FR0011170786 | 4.67 | - | - | |
Federated Hermes Global Emerging Markets Equity Fu | IE00BZ4C8G84 | 3.56 | 3.316 | +0.47% | |
United States Treasury Notes 0.75% | - | 3.39 | - | - | |
LMdG Dolan McEniry US Corp 2022 EUR C | FR0013413309 | 3.14 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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