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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1058 | 1120 | 1195 | 1484 | 1854 |
Fund Return | 3.51% | 5.75% | 12.02% | 6.13% | 8.21% | 6.37% |
Place in category | 342 | 718 | 1199 | 384 | 135 | 118 |
% in Category | 20 | 40 | 70 | 28 | 12 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Blue Global Fund EUR Acc | 502.23M | 4.37 | 1.95 | 7.22 | ||
Umbrella Balanced Class C | 305.33M | 2.38 | 3.85 | 4.61 | ||
Umbrella Balanced Class D | 323.44M | 5.85 | 2.72 | 7.83 | ||
Umbrella Dynamic Class D | 180.38M | 9.36 | 4.73 | 6.39 | ||
Umbrella Defensive Class C | 87.84M | 3.00 | 0.89 | 2.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Invest High HC | 6.96B | 18.97 | 6.10 | 7.97 | ||
LU0433182416 | 6.47B | 7.72 | 1.40 | 2.84 | ||
LU2168564065 | 2.6B | 11.41 | 3.78 | 5.26 | ||
Allianz Dynamic Multi Asset Strat75 | 2.53B | 17.08 | 4.30 | 7.88 | ||
Allianz Dynamic Multi Asset Str75aq | 2.53B | 17.08 | 4.30 | 7.89 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apollo Global Management A | US03769M1062 | 4.23 | 164.88 | -0.52% | |
Alphabet C | US02079K1079 | 3.08 | 193.31 | +0.01% | |
Vinci | FR0000125486 | 2.84 | 110.30 | +2.84% | |
UnitedHealth | US91324P1021 | 2.78 | 530.04 | -1.81% | |
Oracle | US68389X1054 | 2.40 | 172.35 | +0.40% |
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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