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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1214 | 1050 | 1396 | 1179 | 1727 | - |
Fund Return | 21.41% | 5% | 39.64% | 5.64% | 11.55% | - |
Place in category | 88 | 80 | 115 | 84 | 38 | - |
% in Category | 49 | 41 | 60 | 55 | 29 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Tech A-Acc-USD | 1.59B | 16.27 | 10.50 | 18.91 | ||
LU1560650563 | 1.02B | 15.61 | 9.77 | - | ||
Fidelity Global Technology A-Acc | 281.3M | 16.97 | 10.80 | - | ||
Global Dividend Fund Y Acc USD | 616.24M | 16.19 | 8.51 | 7.68 | ||
Global Dividend Fund A MINCOME G US | 724.11M | 15.25 | 7.59 | 6.79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0329593262 | 215.15M | 36.63 | 13.70 | 10.51 | ||
LU0147401128 | 45.68M | 34.16 | 11.44 | 8.32 | ||
Global Financial Services Fund A Du | 96.51M | 19.65 | 6.16 | 8.17 | ||
LU1079558364 | 451.7M | 16.31 | 0.16 | 7.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 7.47 | 458.66 | +0.95% | |
JPMorgan | US46625H1005 | 7.36 | 242.31 | +1.64% | |
Visa A | US92826C8394 | 4.28 | 320.65 | +1.08% | |
Wells Fargo&Co | US9497461015 | 3.30 | 71.59 | +1.49% | |
Mastercard | US57636Q1040 | 3.10 | 535.71 | +1.28% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Sell | Buy | Strong Buy |
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