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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1097 | 1020 | 1081 | 1629 | 1680 | 1225 |
Fund Return | 9.73% | 2.02% | 8.06% | 17.67% | 10.94% | 2.05% |
Place in category | 59 | 58 | 71 | 54 | 55 | 41 |
% in Category | 49 | 44 | 61 | 43 | 43 | 58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0090841692 | 1.06B | 21.36 | 8.23 | 7.10 | ||
Global Allocation Fund X4 USD | 520.13M | 12.96 | 3.74 | 6.58 | ||
BlackRock Global Allocation USD A2 | 6.78B | 8.82 | 0.81 | 4.68 | ||
LU0329592538 | 1.15B | 9.65 | 1.57 | 5.46 | ||
LU0724617625 | 1.3B | 8.83 | 0.81 | 4.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0256331561 | 337.89M | 0.75 | 16.07 | -3.12 | ||
LU0256331488 | 337.89M | 1.31 | 16.77 | -2.54 | ||
LU1046545767 | 88.95M | 19.19 | 17.67 | 2.12 | ||
LU1046545684 | 88.95M | 19.23 | 17.71 | 2.14 | ||
LU1046546229 | 88.95M | 19.22 | 17.64 | 2.02 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 9.74 | 32.04 | -0.25% | |
Exxon Mobil | US30231G1022 | 9.08 | 110.95 | -0.47% | |
ConocoPhillips | US20825C1045 | 7.30 | 104.41 | +0.12% | |
Williams | US9694571004 | 5.78 | 59.77 | -1.43% | |
TotalEnergies SE | FR0000120271 | 5.66 | 56.38 | -0.46% |
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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