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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1024 | 1158 | 1348 | 1743 | 3206 |
Fund Return | 6.25% | 2.45% | 15.78% | 10.48% | 11.75% | 12.36% |
Place in category | 82 | 348 | 81 | 107 | 40 | 8 |
% in Category | 13 | 53 | 14 | 19 | 10 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PortfolioMetrix BCI Global Eq B1 | 8.76B | 25.26 | 11.52 | - | ||
PortfolioMetrix BCI Global Eq B2 | 8.76B | 24.80 | 11.07 | - | ||
36ONE BCI Equity A | 7.77B | 6.48 | 11.27 | 11.01 | ||
36ONE BCI Equity B | 7.77B | 7.52 | 13.22 | 13.26 | ||
36ONE BCI Equity C | 7.77B | 3.15 | 12.08 | 11.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Discovery Balanced Fund | 42.31B | 2.60 | 6.23 | 7.30 | ||
Investec Managed Fund Z | 30.96B | 4.82 | 7.81 | 10.31 | ||
Investec Managed Fund A | 30.96B | 4.41 | 6.63 | 8.31 | ||
Investec Managed Fund H | 30.96B | 4.57 | 7.11 | 8.80 | ||
Investec Managed Fund I | 30.96B | 4.67 | 7.42 | 9.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR® Gold Shares | - | 5.31 | - | - | |
Crocs | US2270461096 | 4.45 | 148.01 | -0.48% | |
Microsoft | US5949181045 | 3.72 | 424.01 | +1.91% | |
AutoZone | US0533321024 | 3.68 | 2,776.28 | -0.53% | |
Berkshire Hathaway B | US0846707026 | 3.63 | 409.85 | +0.08% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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