
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1240 | 1029 | 1240 | 1252 | 1640 | - |
Fund Return | 24% | 2.93% | 24% | 7.78% | 10.4% | - |
Place in category | 84 | 78 | 84 | 85 | 48 | - |
% in Category | 44 | 38 | 44 | 54 | 32 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1560650563 | 1.06B | 17.68 | 9.62 | - | ||
Fidelity Global Technology A-Acc | 296.36M | 3.79 | 14.47 | - | ||
Fidelity Global Tech A-Acc-USD | 1.7B | 16.70 | 8.70 | 18.32 | ||
Global Dividend Fund A MINCOME G US | 769.13M | 4.29 | 6.31 | 7.09 | ||
Global Dividend Fund A Acc USD | 1.76B | 4.22 | 6.30 | 7.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0329593262 | 479.04M | 8.49 | 15.31 | 11.72 | ||
LU0147401128 | 51.64M | 8.29 | 13.03 | 9.51 | ||
Global Financial Services Fund A Du | 109.68M | 22.91 | 6.88 | 8.05 | ||
LU1079558364 | 481.7M | 19.15 | 3.30 | 7.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 8.31 | 279.25 | -0.25% | |
Berkshire Hathaway B | US0846707026 | 7.49 | 483.77 | +0.20% | |
Visa A | US92826C8394 | 4.22 | 355.23 | -0.42% | |
Wells Fargo&Co | US9497461015 | 3.74 | 80.35 | -0.53% | |
Mastercard | US57636Q1040 | 3.14 | 568.50 | -0.02% |
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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