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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1122 | 1145 | 1171 | 1649 | 1858 | - |
Fund Return | 12.19% | 14.5% | 17.14% | 18.13% | 13.18% | - |
Place in category | 535 | 958 | 378 | 572 | 150 | - |
% in Category | 21 | 34 | 16 | 24 | 10 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1481180948 | 582.92M | 15.46 | 13.21 | 7.11 | ||
LU1577354381 | 159.2M | 20.80 | 3.83 | 10.57 | ||
LU0817826364 | 6.16B | -2.09 | 4.49 | 4.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux C CHF | 17.83B | 12.54 | 18.91 | - | ||
Cap Group NewPerspective lux ZL CHF | 17.83B | 12.22 | 18.23 | 11.55 | ||
Cap Group NewPerspective lux A7 CHF | 17.83B | 12.26 | 18.40 | - | ||
CapGroup NewPerspective lux ZLd CHF | 17.83B | 12.23 | 18.26 | 11.55 | ||
Fundsmith Equity Fund Feeder I CHFi | 6.98B | -5.97 | 5.17 | 9.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 4.37 | 771.99 | +1.12% | |
Microsoft | US5949181045 | 3.64 | 524.94 | -0.53% | |
Taiwan Semicon | TW0002330008 | 3.09 | 1,150.00 | +1.32% | |
Broadcom | US11135F1012 | 2.99 | 301.67 | +2.98% | |
Tesla | US88160R1014 | 2.20 | 319.91 | +3.62% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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