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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1033 | 1141 | 1145 | 1450 | 1861 |
Fund Return | 5.34% | 3.29% | 14.12% | 4.63% | 7.71% | 6.41% |
Place in category | 161 | 362 | 178 | 371 | 223 | 149 |
% in Category | 13 | 26 | 17 | 32 | 26 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0090841692 | 1.21B | 15.15 | 7.96 | 8.60 | ||
Global Allocation Fund X4 USD | 538.68M | 3.00 | 2.28 | 5.95 | ||
LU0724617625 | 1.25B | 2.40 | -1.02 | 4.19 | ||
LU0147395726 | 358.85M | 1.96 | -2.25 | 2.89 | ||
Global Allocation Fund J2 USD | 15.37M | 2.98 | 0.69 | 5.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Dividend Fund A MINCOME G US | 766.39M | 1.82 | 2.80 | 5.91 | ||
Global Dividend Fund A QINCOME G US | 106.03M | 1.82 | 2.81 | 5.91 | ||
Global Dividend Fund Y Acc USD | 1.09B | 2.12 | 3.69 | 6.79 | ||
Global Dividend Fund A Acc USD | 1.4B | 4.71 | 4.15 | 6.29 | ||
Global Enhanced Equity Yield Fundd5 | 64.28M | 7.54 | 6.48 | 6.83 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 4.41 | - | - | |
Apple Inc | - | 3.88 | - | - | |
Amazon.com Inc | - | 2.93 | - | - | |
NVIDIA Corp | - | 2.90 | - | - | |
Merck & Co Inc | - | 2.46 | - | - |
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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