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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1035 | 1097 | 1045 | 1202 | 1551 |
Fund Return | 3.46% | 3.46% | 9.66% | 1.46% | 3.75% | 4.49% |
Place in category | 2024 | 2024 | 1540 | 1169 | 755 | 210 |
% in Category | 65 | 65 | 53 | 49 | 38 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GF Fidelite P | 512.58M | 1.82 | -2.03 | 1.09 | ||
Generali Prudence I | 349.88M | 2.61 | 2.24 | 2.79 | ||
Generali Prudence P | 349.88M | 2.43 | 1.53 | 2.08 | ||
Generali Revenus | 309.17M | 1.50 | -1.05 | 1.65 | ||
Generali Japon I | 94.74M | 9.93 | 5.14 | 9.12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Carmignac Patrimoine A EUR Acc | 6.39B | 5.52 | -1.44 | 2.06 | ||
Carmignac Patrimoine A EUR Ydis | 6.39B | 5.52 | -1.44 | 1.93 | ||
FR0010306142 | 6.39B | 5.38 | -1.90 | 1.57 | ||
QS0009079318 | 1.84B | 4.63 | 2.35 | 3.42 | ||
Aviva Investors Valorisation | 1.45B | 5.34 | 2.98 | 4.76 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Eparinter - Euro Bond | FR0013263415 | 24.66 | - | - | |
GIS SRI Euro Green Bond dAYInc | LU2036757479 | 12.92 | - | - | |
iShares MSCI World SRI UCITS ETF USD (Dist) | IE00BDZZTM54 | 11.16 | 8.48 | -0.99% | |
Carmignac Pf Grande Europe IW EUR Acc | LU2420652807 | 9.87 | - | - | |
Amundi Index Solutions - Amundi Index Euro AGG SRI | LU2182388236 | 9.83 | 43.28 | -0.39% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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