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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1178 | 1041 | 1167 | 1015 | 1658 | 3198 |
Fund Return | 17.83% | 4.07% | 16.72% | 0.5% | 10.65% | 12.33% |
Place in category | 4 | 9 | 7 | 13 | 7 | 4 |
% in Category | 11 | 30 | 27 | 55 | 41 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual Wholesale Industrial Fund | 1.05B | 17.36 | 8.31 | 7.04 | ||
Perpetual W Share Plus L S | 940.57M | 8.27 | 8.42 | 8.17 | ||
Perpetual Wholesale Ethical SRI Fun | 606.91M | 12.09 | 7.32 | 8.27 | ||
AU60PER00498 | 503.36M | 9.23 | 5.46 | 6.49 | ||
Perpetual WFI Perpetual Int Shr | 179.43M | 11.48 | 8.49 | 11.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Global Equity Fund | 5.74B | 18.21 | 0.62 | 13.58 | ||
Walter Scott Global Equity Fund | 4.45B | 12.06 | 6.04 | 12.99 | ||
AU60ETL73771 | 2.61B | 24.53 | 15.21 | - | ||
Franklin Global Growth Fund W Clas | 884.92M | 6.48 | 0.25 | 13.44 | ||
Franklin Global Growth Fund I class | 884.92M | 6.58 | 0.39 | 13.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.63 | 228.20 | -0.29% | |
Microsoft | US5949181045 | 4.25 | 435.27 | -0.78% | |
NVIDIA | US67066G1040 | 4.02 | 116.00 | -1.59% | |
Amazon.com | US0231351067 | 3.17 | 191.60 | +0.91% | |
Alphabet C | US02079K1079 | 2.29 | 164.64 | +0.86% |
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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