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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 1090 | 1207 | 1267 | 1725 | 2539 |
Fund Return | 5.12% | 9% | 20.66% | 8.21% | 11.52% | 9.77% |
Place in category | 144 | 148 | 225 | 326 | 95 | 14 |
% in Category | 22 | 19 | 32 | 61 | 20 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sparinvest SICAV Balance EUR I | 2.68B | 1.34 | 3.57 | 3.87 | ||
Sparinvest SICAV Procedo EUR I | 2.38B | 1.95 | 4.96 | 5.05 | ||
Sparinvest SICAV Equitas EUR R | 2.43M | 3.24 | 7.98 | 6.92 | ||
Sparinvest SICAV Equitas EUR I | 1.09B | 3.29 | 8.28 | 7.57 | ||
SparInv SICAV Ethical GlblVal EUR R | 45.8M | 5.06 | 7.69 | 8.85 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1208675808 | 5.2B | 4.48 | 10.65 | - | ||
R BP Global Premium Equities B | 5.2B | 4.43 | 9.96 | 8.37 | ||
R BP Global Premium Equities C | 5.2B | 4.48 | 10.65 | 9.04 | ||
R BP Global Premium Equities D | 5.2B | 4.43 | 9.97 | 8.38 | ||
R BP Global Premium Equities I | 5.2B | 4.48 | 10.68 | 9.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Citigroup | US1729674242 | 3.40 | 79.81 | +2.14% | |
Travelers | US89417E1091 | 3.03 | 250.15 | -0.93% | |
MetLife | US59156R1086 | 2.88 | 83.24 | +1.27% | |
AT&T | US00206R1023 | 2.74 | 26.69 | +0.13% | |
Regions Financial | US7591EP1005 | 2.66 | 23.63 | +1.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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