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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 | 964.8M | 17.68 | 9.62 | - | ||
Fidelity Global Technology A-Acc | 279.8M | 3.79 | 14.47 | - | ||
Fidelity Global Tech A-Acc-USD | 1.62B | 3.87 | 12.19 | 19.05 | ||
Global Dividend Fund A MINCOME G US | 785.88M | 6.03 | 7.81 | 6.92 | ||
Global Dividend Fund A Acc USD | 1.83B | 6.02 | 7.81 | 6.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0329593262 | 237.85M | 5.60 | 16.66 | 10.72 | ||
LU0147401128 | 50.81M | 5.26 | 14.36 | 8.53 | ||
Global Financial Services Fund A Du | 103.52M | 7.20 | 9.84 | 9.25 | ||
LU1079558364 | 440.48M | 19.15 | 3.30 | 7.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 8.31 | 245.81 | +0.88% | |
Berkshire Hathaway B | US0846707026 | 7.49 | 537.73 | +0.89% | |
Visa A | US92826C8394 | 4.22 | 346.33 | -0.01% | |
Wells Fargo&Co | US9497461015 | 3.74 | 72.26 | +1.33% | |
Mastercard | US57636Q1040 | 3.14 | 547.38 | -0.21% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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