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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1345 | 1077 | 1345 | 1333 | 2429 | 4047 |
Fund Return | 34.45% | 7.71% | 34.45% | 10.06% | 19.43% | 15.01% |
Place in category | 66 | 156 | 66 | 56 | 23 | 53 |
% in Category | 7 | 14 | 7 | 5 | 9 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
New Capital Dynamic European Equity | 133.54M | 9.09 | 5.87 | 7.90 | ||
New Capital US Future LeaderOrd Acc | 116.51M | 25.40 | 1.36 | - | ||
New Capital China Equity Fund USD I | 29.24M | 6.42 | -18.25 | -1.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Findlay Park American USD | 11.3B | 11.11 | 3.54 | 10.94 | ||
IE00BF1T6T10 | 4.9B | 19.90 | 4.36 | - | ||
IE00BG0R3256 | 4.9B | 20.06 | 4.50 | - | ||
Polen Capital Investment Funds plc | 2.3B | 10.30 | -3.35 | 13.30 | ||
IE00BGK04N24 | 2.1B | 14.80 | -2.10 | 12.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 8.97 | 147.22 | +0.10% | |
Apple | US0378331005 | 8.43 | 223.66 | -0.08% | |
Amazon.com | US0231351067 | 7.79 | 235.42 | +0.17% | |
Alphabet A | US02079K3059 | 7.16 | 197.98 | -0.20% | |
Meta Platforms | US30303M1027 | 5.43 | 636.45 | +2.08% |
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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