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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1189 | 1025 | 1189 | 1210 | 1666 | 2264 |
Fund Return | 18.92% | 2.49% | 18.92% | 6.55% | 10.74% | 8.52% |
Place in category | 69 | 101 | 69 | 97 | 99 | 59 |
% in Category | 8 | 8 | 8 | 11 | 10 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Equity Fund A USD Acc | 422.71M | 20.13 | 7.63 | 9.84 | ||
World Equity Fund C USD Acc | 422.71M | 18.33 | 6.02 | 8.15 | ||
World Equity Fund I USD Acc | 461.35M | 21.03 | 8.44 | 10.68 | ||
North American Equity Fund A USD Ac | 267.98M | 23.73 | 7.97 | 10.95 | ||
North American Equity Fund B USD Ac | 267.98M | 22.50 | 6.90 | 9.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00BH4GYB17 | 1.16B | 5.99 | 2.16 | 9.63 | ||
IE00BD6FTP73 | 999.81M | 12.89 | -0.02 | - | ||
IE00BDB47662 | 999.81M | 13.72 | 0.79 | - | ||
IE00BF2VV687 | 500.19M | 16.39 | -0.96 | - | ||
World Equity Fund C USD Acc | 422.71M | 18.33 | 6.02 | 8.15 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Future on S&P500 | - | 7.07 | - | - | |
NVIDIA | US67066G1040 | 4.88 | 142.62 | -3.12% | |
Apple | US0378331005 | 4.35 | 222.78 | -0.39% | |
Microsoft | US5949181045 | 3.31 | 444.06 | -0.59% | |
Amazon.com | US0231351067 | 2.13 | 234.85 | -0.24% |
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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