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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1148 | 1112 | 1086 | 1276 | 1600 | - |
Fund Return | 14.84% | 11.2% | 8.64% | 8.47% | 9.86% | - |
Place in category | 442 | 85 | 171 | 427 | 75 | - |
% in Category | 19 | 4 | 8 | 22 | 7 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0912194841 | 2.51B | 15.07 | 9.02 | - | ||
MulticoopJuliusBaerEqSpeclValUSDKh | 1.71B | 3.69 | 12.17 | - | ||
MulticoopJuliusBaerEqSpeclValUSDAh | 1.71B | 3.37 | 11.33 | 5.89 | ||
MulticoopJuliusBaerEqSpeclValUSD Bh | 1.71B | 3.37 | 11.33 | 5.89 | ||
MulticoopJuliusBaerEqSpeclValUSDCh | 1.71B | 3.71 | 12.21 | 6.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU2097333152 | 13.36B | 8.01 | 4.60 | - | ||
Cap Group New Perspective lux C | 13.36B | 8.20 | 5.30 | - | ||
Capital Group New Perspective Fundu | 13.36B | 8.02 | 4.73 | 10.38 | ||
Cap Group New Perspective lux ZL | 13.36B | 8.03 | 4.70 | 10.35 | ||
Capital Group New Perspective Funbu | 13.36B | 7.78 | 3.68 | 9.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.65 | 397.74 | +0.71% | |
Apple | US0378331005 | 5.11 | 172.97 | +2.17% | |
Alphabet A | US02079K3059 | 4.33 | 166.32 | +1.50% | |
Visa A | US92826C8394 | 3.96 | 268.69 | +0.51% | |
UnitedHealth | US91324P1021 | 3.72 | 492.47 | +1.73% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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