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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1066 | 1066 | 1173 | 1205 | 1348 | 1491 |
Fund Return | 6.62% | 6.62% | 17.33% | 6.41% | 6.16% | 4.08% |
Place in category | 132 | 132 | 124 | 103 | 98 | 79 |
% in Category | 64 | 64 | 68 | 66 | 69 | 90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Rakuten Whole US Equity Index Fund | 1,457B | 21.77 | 21.61 | - | ||
Rakuten Whole World Equity Index | 467.03B | 18.24 | 19.10 | - | ||
JP90C000Q2U6 | 153.72B | - | - | - | ||
Rakuten Japan Equity 4.3 Bull | 77.92B | 88.63 | 28.93 | - | ||
JP90C000Q2W2 | 115.63B | 5.63 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Saison Vanguard Global Balance Fund | 472B | 9.37 | 11.59 | 7.94 | ||
Nomura Nomu Wrap Fund Neutral | 385.07B | 7.16 | 8.56 | 6.54 | ||
Nikko Trichotomy REIT Bond Eq Div 1 | 263.17B | 7.35 | 4.26 | 5.42 | ||
SMTAM Diversified Investment Core S | 215.69B | 6.39 | 4.83 | 3.20 | ||
Nomura My Balance 70 DC | 203.64B | 12.30 | 12.13 | 9.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Global Govt Bond UCITS ETF USD | - | 63.67 | - | - | |
iShares MSCI EAFE ETF | - | 14.39 | - | - | |
iShares Core S&P 500 ETF | - | 11.83 | - | - | |
iShares MSCI Emerging Markets ETF | - | 4.84 | - | - | |
iShares J.P. Morgan $ Emerging Markets Bond UCITS | IE00B2NPKV68 | 4.47 | 85.74 | +0.73% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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