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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1185 | 1053 | 1220 | 1227 | 1636 | 2637 |
Fund Return | 18.51% | 5.26% | 21.98% | 7.06% | 10.34% | 10.18% |
Place in category | 4473 | 5260 | 4776 | 2068 | 1845 | 726 |
% in Category | 67 | 72 | 72 | 40 | 49 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux C CHF | 15.83B | 18.93 | 4.21 | - | ||
Cap Group NewPerspective lux ZL CHF | 15.83B | 18.31 | 3.62 | 10.80 | ||
Cap Group NewPerspective lux A7 CHF | 15.83B | 18.44 | 3.76 | - | ||
CapGroup NewPerspective lux ZLd CHF | 15.83B | 18.42 | 3.65 | 10.81 | ||
Cap Group NewPerspective lux Bh CHF | 15.83B | 15.57 | 0.16 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pictet Hi div Selection I dy CHF | 846.32M | 13.50 | -4.40 | 3.06 | ||
Pictet Hi div Selection I CHF | 846.32M | 13.49 | -4.40 | 3.06 | ||
Pictet Hi div Selection P CHF | 846.32M | 18.88 | -2.70 | 2.61 | ||
Pictet Hi div Selection P dy CHF | 846.32M | 18.88 | -2.70 | 2.62 | ||
ValueInvest LUX Global A Disc | 433.62M | 6.65 | 4.24 | 6.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 2.76 | 232.35 | +5.52% | |
Novo Nordisk B | DK0062498333 | 2.42 | 622.6 | +5.67% | |
Apple | US0378331005 | 2.28 | 255.27 | +0.31% | |
Microsoft | US5949181045 | 2.28 | 435.25 | -0.31% | |
AstraZeneca | GB0009895292 | 1.90 | 10,478.0 | +0.54% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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