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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1013 | 1112 | 1147 | 1459 | 1884 |
Fund Return | 2.03% | 1.26% | 11.21% | 4.67% | 7.85% | 6.54% |
Place in category | 1555 | 1605 | 913 | 209 | 62 | 124 |
% in Category | 91 | 92 | 57 | 18 | 7 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Blue Global Fund EUR Acc | 558.73M | 0.45 | 2.62 | 7.99 | ||
Umbrella Balanced Class C | 277.94M | 0.51 | 2.91 | 5.13 | ||
Umbrella Balanced Class D | 277.94M | 0.48 | 2.83 | 8.08 | ||
Umbrella Dynamic Class C | 157.36M | 1.81 | 6.76 | 6.73 | ||
Umbrella Defensive Class C | 80.53M | -1.09 | 0.85 | 3.26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Invest High HC | 5.56B | 6.44 | 5.51 | 7.42 | ||
LU0433182416 | 5.69B | 3.42 | 0.62 | 2.34 | ||
UniRak Nachhaltig A | 5.05B | 5.31 | 1.14 | 5.73 | ||
UniRak Nachhaltig A net | 5.05B | 5.19 | 0.78 | 5.37 | ||
LU2168564065 | 2.59B | 1.91 | 2.16 | 5.62 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet C | US02079K1079 | 3.96 | 177.29 | +1.06% | |
Apollo Global Management A | US03769M1062 | 3.57 | 113.08 | +0.31% | |
Vinci | FR0000125486 | 3.02 | 115.05 | -0.82% | |
UnitedHealth | US91324P1021 | 2.66 | 524.65 | +0.65% | |
Applied Materials | US0382221051 | 2.56 | 212.08 | -0.91% |
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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