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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1122 | 964 | 1122 | 987 | 1474 | 2033 |
Fund Return | 12.2% | -3.56% | 12.2% | -0.43% | 8.07% | 7.35% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0912194411 | 3.06B | 13.02 | 1.37 | 8.24 | ||
MulticoopJuliusBaerEqSpeclValCHF Kh | 2.03B | 12.52 | 4.89 | 5.41 | ||
MulticoopJuliusBaerEqSpeclValCHF Ch | 2.03B | 10.78 | 4.78 | 5.61 | ||
MulticoopJuliusBaerEqSpeclValCHF Ah | 2.03B | 10.05 | 3.95 | 4.78 | ||
MulticoopJuliusBaerEqSpeclValCHF Bh | 2.03B | 10.05 | 3.96 | 4.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group NewPerspective lux Bh CHF | 16.62B | 15.57 | 0.16 | - | ||
Cap Group NewPerspective lux Zh CHF | 16.62B | 16.36 | 0.92 | - | ||
CapGroup NewPerspective lux ZLh CHF | 16.62B | 16.60 | 1.14 | - | ||
LU1201780084 | 25.61M | 12.97 | 4.55 | - | ||
Eleva Euro Slct Class R CHF H Acc | 7.07B | 9.44 | 3.64 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 6.00 | 704.41 | +1.00% | |
Microsoft | US5949181045 | 5.61 | 412.36 | +0.35% | |
NVIDIA | US67066G1040 | 4.78 | 118.55 | +1.62% | |
Apple | US0378331005 | 4.74 | 232.46 | +1.95% | |
Alphabet A | US02079K3059 | 4.36 | 204.84 | +1.79% |
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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