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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1093 | 1082 | 1176 | 1735 | 2369 | 2848 |
Fund Return | 9.25% | 8.25% | 17.65% | 20.17% | 18.82% | 11.03% |
Place in category | 22 | 26 | 14 | 8 | 7 | 4 |
% in Category | 27 | 28 | 14 | 13 | 14 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FirstChoice WS Inv CFS WS Geared Sh | 5.19B | 10.81 | 20.93 | 14.12 | ||
FirstChoice WS Inv FirstChoice WS M | 4.74B | 5.33 | 8.22 | 5.60 | ||
CFS FC W PSup FirstChoice W Moderat | 4.74B | 4.82 | 7.45 | 5.22 | ||
CFS FC ESup FirstChoice Moderate Se | 4.74B | 5.08 | 7.90 | 5.38 | ||
CFS FC W PSup FirstChoice W Growth | 3.98B | 5.74 | 8.94 | 6.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schroder Global Value Fund | 1.17B | 11.68 | 16.14 | 9.02 | ||
Antipodes Global Fund Long Only Cla | 851.28M | 13.55 | 18.62 | 10.04 | ||
Acadian Wholesale Global Eqty Long | 670.41M | 3.73 | 23.36 | 15.90 | ||
CFS FC W Inv Perpetual W Global Sha | 556.83M | 7.42 | 15.04 | 9.85 | ||
CFS FC W Pen Perpetual W Global Sha | 216.05M | 7.41 | 15.01 | 9.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.04 | 232.78 | -0.24% | |
Novartis | CH0012005267 | 1.20 | 98.57 | +1.08% | |
S&P 500 Mini Fut.Contract/Sep 25 | - | 1.19 | - | - | |
Alphabet A | US02079K3059 | 1.06 | 202.94 | +0.49% | |
Visa A | US92826C8394 | 1.04 | 345.49 | +0.86% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Buy | Neutral | Buy |
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