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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 1146 | 1115 | 1206 | 1639 | 2537 |
Fund Return | 1.23% | 14.59% | 11.53% | 6.45% | 10.39% | 9.76% |
Place in category | 1780 | 2759 | 2091 | 248 | 644 | 160 |
% in Category | 59 | 88 | 72 | 12 | 40 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investec Global Strategy Fund Globa | 8.17B | 1.23 | 6.45 | 9.59 | ||
IGlobal Franchise Fund A Acc | 8.17B | 1.15 | 5.49 | 8.78 | ||
IGlobal Franchise Fund A Inc | 8.17B | 1.17 | 5.50 | 8.78 | ||
IGlobal Franchise Fund Class A Inc | 8.17B | 1.18 | 5.50 | 8.78 | ||
IGlobal Franchise Fund Class C Inc | 8.17B | 1.09 | 4.44 | 7.70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux C | 13.82B | 8.20 | 5.30 | - | ||
LU2097333152 | 13.82B | 8.01 | 4.60 | - | ||
Cap Group New Perspective lux ZL | 13.82B | 8.03 | 4.70 | 10.35 | ||
Capital Group New Perspective Fundu | 13.82B | 8.02 | 4.73 | 10.38 | ||
Cap Group New Perspective lux A7 | 13.82B | 8.04 | 4.82 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Visa A | US92826C8394 | 9.54 | 278.71 | +0.55% | |
Microsoft | US5949181045 | 7.62 | 412.32 | +0.43% | |
ASML Holding | NL0010273215 | 7.45 | 847.90 | +0.34% | |
Booking | US09857L1089 | 6.23 | 3,780.03 | +3.28% | |
Intuit | US4612021034 | 4.44 | 626.86 | -0.88% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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