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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1126 | 1058 | 1126 | 1327 | 1562 | - |
Fund Return | 12.6% | 5.81% | 12.6% | 9.89% | 9.33% | - |
Place in category | 82 | 137 | 82 | 69 | 32 | - |
% in Category | 17 | 27 | 17 | 14 | 7 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
H4 Diversified Fund B1 | 5.77B | 2.00 | 10.64 | 7.98 | ||
H4 Growth Fund B1 | 4.29B | 5.75 | 12.86 | 8.17 | ||
H4 Worldwide Equity Fund B1 | 3.01B | 22.25 | 13.84 | 9.19 | ||
Citadel Balanced H4 Fund B1 | 2.05B | 2.36 | 10.86 | 6.79 | ||
Citadel Global Equity H4 Fund of B1 | 1.11B | 9.45 | 12.88 | 12.36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Allan Gray Stable Fund C | 51.95B | 1.19 | 9.57 | 8.24 | ||
Allan Gray Stable Fund A | 51.95B | 2.12 | 9.25 | 7.98 | ||
Allan Gray Stable Fund X | 51.95B | 10.86 | 11.92 | - | ||
Coronation Balanced Defensive A | 30.96B | 1.89 | 7.89 | 7.34 | ||
Coronation Balanced Defensive Fund | 30.96B | 2.04 | 8.39 | 7.83 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Citadel SA Income H4 B2 | - | 16.99 | - | - | |
Citadel SA Bond H4 B2 | - | 9.78 | - | - | |
iShares Core MSCI World UCITS | IE00B4L5Y983 | 9.61 | 99.95 | -0.06% | |
JPM USD Standard Mny mkt VNAV C (acc.) | LU0088277610 | 6.24 | - | - | |
Citadel SA Protected Equity H4 B2 | - | 3.78 | - | - |
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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