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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 1015 | 1121 | 1087 | 1331 | 1788 |
Fund Return | 4.72% | 1.49% | 12.07% | 2.83% | 5.89% | 5.98% |
Place in category | 307 | 457 | 323 | 104 | 158 | 19 |
% in Category | 61 | 84 | 63 | 29 | 55 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Multi Asset Balanced Fund A USD Can | 2.26M | 3.09 | 1.44 | 4.36 | ||
Multi Asset Balanced Fund B USD Acc | 2.65M | 3.05 | 1.03 | 4.09 | ||
Multi Asset Conservative Fund B USD | 15.29M | -5.51 | 1.95 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thesis Lavaud Acc | 387.23M | 10.21 | 5.16 | 8.11 | ||
QS Growth Class A US Accumulating | 96.55M | 0.05 | 2.12 | 4.85 | ||
Platinum Global Managed Fund USD Ac | 53.7M | 5.41 | 3.90 | 6.46 | ||
STANLIB Offshore Unit Trusts STANLI | 84.39M | 5.38 | -0.53 | 4.47 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lyxor UCITS S&P 500 D-USD | LU0496786657 | 10.12 | 56.64 | +0.53% | |
iShares S&P 500 Equal Weight UCITS USD (Acc) | IE000MLMNYS0 | 8.07 | 5.82 | +0.41% | |
Robeco BP US Premium Equities IE £ | LU0432313244 | 8.00 | 520.910 | -0.19% | |
iShares Core S&P 500 UCITS | IE00B5BMR087 | 6.36 | 580.42 | +0.53% | |
Pictet - Global Environmental Opportunities I dy G | LU0503632878 | 6.08 | 335.940 | +0.49% |
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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