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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1108 | 1217 | 1236 | 1533 | 1980 |
Fund Return | 5.59% | 10.75% | 21.66% | 7.31% | 8.92% | 7.07% |
Place in category | 1804 | 2030 | 2464 | 1410 | 1773 | 891 |
% in Category | 24 | 28 | 40 | 28 | 49 | 41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Rosenberg Global Equity Alpha FunAU | 656.32M | 5.68 | 8.02 | 7.78 | ||
Rosenberg US Equity Alpha Fund A US | 487.02M | 6.08 | 9.29 | 10.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Developed World Index Sub Fund InsD | 21.05B | 8.53 | 8.34 | 9.25 | ||
Developed World Index Sub Fund USD | 21.05B | 8.54 | 8.56 | 9.36 | ||
Developed World Index Sub Fund FlAU | 21.05B | 8.58 | 8.73 | 9.53 | ||
IE00BD0NCN62 | 21.05B | 5.19 | 8.66 | - | ||
Global Stock Index Ins USD | 18.93B | 5.53 | 8.59 | 8.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.00 | 395.12 | +1.49% | |
Apple | US0378331005 | 4.35 | 169.30 | -0.60% | |
NVIDIA | US67066G1040 | 3.64 | 830.03 | -3.93% | |
Amazon.com | US0231351067 | 2.19 | 178.86 | +2.21% | |
Alphabet A | US02079K3059 | 2.05 | 163.79 | +0.62% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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