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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1015 | 958 | 1062 | 1015 | 1062 | 1484 |
Fund Return | 1.52% | -4.25% | 6.17% | 0.5% | 1.22% | 4.02% |
Place in category | 294 | 462 | 396 | 263 | 217 | 54 |
% in Category | 48 | 70 | 54 | 60 | 57 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barbara Global Dividend Growth FunC | 154.9M | 2.97 | 6.33 | 6.86 | ||
Barbara Global Dividend Growth FunU | 154.9M | 3.04 | 7.15 | 7.94 | ||
Barbara Global Dividend Growth Fund | 154.9M | 3.05 | 7.39 | 8.01 | ||
Barbara Global Dividend Growth FuAU | 154.9M | 3.01 | 6.86 | 7.47 | ||
Barbara Global Dividend Growth FunA | 154.9M | 3.00 | 6.72 | 7.43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00BD4GV785 | 715.78M | 4.59 | 2.29 | 5.03 | ||
IE00BJ0M3T81 | 710.19M | 5.12 | -0.51 | - | ||
Global Listed Infrastructure Fund C | 678.09M | 3.10 | 3.95 | 5.40 | ||
Global Listed Infrastructure Fund D | 678.09M | 3.03 | 3.17 | 4.64 | ||
IE00BMG7P694 | 293.64M | 0.61 | -1.73 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Republic Services | US7607591002 | 6.80 | 229.66 | +0.49% | |
NextEra Energy | US65339F1012 | 6.25 | 69.06 | +0.82% | |
Terna | IT0003242622 | 5.16 | 7.846 | +0.77% | |
Waste Connections | CA94106B1013 | 5.05 | 187.82 | +0.09% | |
Xcel Energy | US98389B1008 | 4.91 | 69.07 | +0.77% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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