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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1101 | 1047 | 1143 | 1147 | 1465 | 1837 |
Fund Return | 10.08% | 4.71% | 14.25% | 4.69% | 7.93% | 6.27% |
Place in category | 626 | 163 | 698 | 216 | 39 | 154 |
% in Category | 54 | 15 | 59 | 21 | 6 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The New Floco Inc | 109.63M | 10.40 | 1.38 | 8.52 | ||
OHP Fund | 15.31M | 16.83 | 9.45 | 9.64 | ||
The New Jaguar Inc | 10.2M | 17.24 | 9.65 | 10.36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Growth Portfolio S-Class Income | 419.26M | 7.40 | 2.48 | 6.06 | ||
Portfolio S-Class Accumulation | 2.84B | 7.39 | 2.48 | 6.04 | ||
Allianz RiskMaster Moderate Multi c | 6.95M | 9.23 | 2.62 | 4.71 | ||
Allianz RiskMaster Moderate Multi A | 3.35M | 9.31 | 2.66 | 4.79 | ||
Multi Asset Fund IV R3 GBP Acc | 1.2B | 15.93 | 6.18 | 7.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mastercard | US57636Q1040 | 4.06 | 528.96 | +0.18% | |
Fiserv | US3377381088 | 3.90 | 206.71 | +0.32% | |
London Stock Exchange | GB00B0SWJX34 | 3.48 | 11,305.0 | +0.76% | |
Marsh McLennan | US5717481023 | 3.43 | 212.17 | +0.20% | |
Microsoft | US5949181045 | 3.02 | 435.25 | -0.31% |
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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