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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 1053 | 1040 | 1317 | 1589 | - |
Fund Return | 7.54% | 5.31% | 3.99% | 9.62% | 9.71% | - |
Place in category | 1828 | 1181 | 949 | 249 | 83 | - |
% in Category | 68 | 46 | 36 | 14 | 8 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBAM 30 Global Leaders Equity AUSDa | 2.27B | 2.24 | 2.72 | 8.95 | ||
UBAM 30 Global Leaders Equity I USu | 2.27B | 2.55 | 3.49 | 9.77 | ||
UBAM 30 Global Leaders Equity IHC | 2.27B | 3.92 | 5.23 | 10.74 | ||
UBAM Swiss Eq AC USD | 1.75B | 8.51 | 5.25 | - | ||
UBAM Swiss Eq UC USD | 1.75B | 8.67 | 5.62 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux C | 14.38B | 9.09 | 3.44 | - | ||
LU2097333152 | 14.38B | 8.81 | 2.76 | - | ||
Capital Group New Perspective Fundu | 14.38B | 8.82 | 2.87 | 10.25 | ||
Cap Group New Perspective lux ZL | 14.38B | 8.83 | 2.84 | 10.22 | ||
Capital Group New Perspective Funbu | 14.38B | 8.35 | 1.83 | 9.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.75 | 450.95 | +0.73% | |
Novo Nordisk A/S Class B | DK0060534915 | 4.57 | - | - | |
Visa A | US92826C8394 | 4.56 | 273.64 | -0.96% | |
Schneider Electric | FR0000121972 | 4.37 | 226.45 | -0.31% | |
Louis Vuitton | FR0000121014 | 4.12 | 736.80 | +1.42% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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