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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1118 | 1354 | 1531 | 2446 | 4273 |
Fund Return | 4.01% | 11.76% | 35.39% | 15.27% | 19.59% | 15.63% |
Place in category | 335 | 159 | 124 | 61 | 13 | 52 |
% in Category | 32 | 14 | 11 | 5 | 3 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
New Capital Dynamic European Equity | 161.71M | 6.60 | 7.77 | 7.75 | ||
New Capital US Future LeaderOrd Acc | 113.71M | 25.40 | 1.36 | - | ||
New Capital China Equity Fund USD I | 31.03M | 1.58 | -15.11 | -0.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Findlay Park American USD | 10.48B | 5.72 | 8.60 | 11.89 | ||
IE00BF1T6T10 | 4.98B | 19.90 | 4.36 | - | ||
IE00BG0R3256 | 4.98B | 20.06 | 4.50 | - | ||
IE00B99FTC33 | 2.07B | 14.78 | -2.10 | - | ||
Polen Capital Investment Funds plc | 2.07B | 4.63 | 3.49 | 14.04 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 8.14 | 216.58 | -2.83% | |
Apple | US0378331005 | 7.66 | 245.55 | -0.11% | |
NVIDIA | US67066G1040 | 7.50 | 134.43 | -4.05% | |
Alphabet A | US02079K3059 | 7.45 | 179.66 | -2.65% | |
Meta Platforms | US30303M1027 | 6.16 | 683.55 | -1.62% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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