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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 1109 | 1225 | 1260 | 1584 | 2115 |
Fund Return | 5.68% | 10.93% | 22.46% | 8.02% | 9.63% | 7.78% |
Place in category | 1676 | 1734 | 2179 | 1080 | 1481 | 685 |
% in Category | 23 | 24 | 35 | 22 | 40 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Rosenberg Global Equity Alpha FunBU | 655.63M | 5.59 | 7.31 | 7.07 | ||
Rosenberg US Equity Alpha Fund A US | 489.27M | 6.08 | 9.29 | 10.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Developed World Index Sub Fund FlAU | 21.08B | 8.58 | 8.73 | 9.53 | ||
Developed World Index Sub Fund InsD | 21.08B | 8.53 | 8.34 | 9.25 | ||
Developed World Index Sub Fund USD | 21.08B | 8.54 | 8.56 | 9.36 | ||
IE00BD0NCN62 | 21.08B | 5.19 | 8.66 | - | ||
Global Stock Index Ins USD | 18.91B | 5.53 | 8.59 | 8.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.00 | 406.32 | +1.82% | |
Apple | US0378331005 | 4.35 | 169.30 | -0.35% | |
NVIDIA | US67066G1040 | 3.64 | 877.35 | +6.18% | |
Amazon.com | US0231351067 | 2.19 | 179.62 | +3.43% | |
Alphabet A | US02079K3059 | 2.05 | 171.95 | +10.22% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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