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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1110 | 1046 | 1130 | 1404 | 1783 | 3163 |
Fund Return | 10.95% | 4.63% | 12.99% | 11.98% | 12.26% | 12.21% |
Place in category | 372 | 133 | 355 | 53 | 87 | 9 |
% in Category | 61 | 23 | 58 | 10 | 19 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PortfolioMetrix BCI Global Eq B2 | 9.94B | 8.43 | 8.23 | - | ||
PortfolioMetrix BCI Global Eq B1 | 9.94B | 8.79 | 8.67 | - | ||
Investec Wealth Investmen BCI Bal H | 8.92B | 13.57 | 9.65 | - | ||
36ONE BCI Equity A | 8.57B | 13.20 | 10.53 | 10.90 | ||
36ONE BCI Equity C | 8.57B | 13.51 | 10.85 | 11.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Discovery Balanced Fund | 44.95B | 13.32 | 7.87 | 7.73 | ||
Investec Managed Fund D | 30.31B | 7.92 | 5.22 | 6.97 | ||
Investec Managed Fund B | 30.31B | 9.19 | 6.52 | 8.31 | ||
Investec Managed Fund R | 30.31B | 9.16 | 6.47 | 8.95 | ||
Investec Managed Fund C | 30.31B | 8.22 | 5.51 | 7.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dodge & Cox Worldwide Global Bd USD Acc | IE00B5568D66 | 6.57 | - | - | |
Prescient Global Funds - Prescient Global Income P | IE00B1Y40H10 | 6.29 | 1.652 | 0% | |
Berkshire Hathaway B | US0846707026 | 5.67 | 451.41 | -0.47% | |
Microsoft | US5949181045 | 5.09 | 427.85 | +1.06% | |
Cencora Inc | US03073E1055 | 4.44 | 228.88 | -0.14% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Sell | Buy | Strong Buy |
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