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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1006 | 1102 | 1345 | 1898 | 2522 |
Fund Return | 3.07% | 0.58% | 10.24% | 10.38% | 13.68% | 9.69% |
Place in category | 766 | 717 | 837 | 202 | 186 | 194 |
% in Category | 25 | 26 | 34 | 10 | 13 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0912194841 | 2.62B | 3.15 | 10.94 | 10.25 | ||
MulticoopJuliusBaerEqSpeclValUSD Bh | 1.76B | 6.53 | 9.18 | 6.35 | ||
MulticoopJuliusBaerEqSpeclValUSDCh | 1.76B | 6.67 | 10.05 | 7.20 | ||
MulticoopJuliusBaerEqSpeclValUSDAh | 1.76B | 6.53 | 9.18 | 6.35 | ||
MulticoopJuliusBaerEqSpeclValUSDKh | 1.76B | 4.81 | 8.66 | 7.54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux ZLgd | 14.8B | 16.34 | 2.34 | 10.85 | ||
Capital Group New Perspective Funzu | 14.8B | -2.08 | 4.97 | 9.94 | ||
LU2097333152 | 14.8B | -2.02 | 5.12 | - | ||
Capital Group New Perspective Fuzdu | 14.8B | -2.09 | 4.97 | 9.94 | ||
Capital Group New Perspective Fuzgu | 14.8B | -2.07 | 4.97 | 9.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 7.02 | 543.57 | -0.50% | |
Microsoft | US5949181045 | 5.35 | 388.45 | +1.86% | |
Alphabet A | US02079K3059 | 5.14 | 157.14 | +2.83% | |
Apple | US0378331005 | 4.58 | 198.15 | +4.06% | |
Visa A | US92826C8394 | 4.14 | 333.40 | +2.71% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Sell |
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