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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 824 | 1005 | 859 | 1170 | 1525 | 3211 |
Fund Return | -17.57% | 0.5% | -14.06% | 5.37% | 8.8% | 12.37% |
Place in category | 15 | 18 | 18 | 10 | 15 | 9 |
% in Category | 22 | 53 | 38 | 31 | 47 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMP Capital Future Directions Balan | 8.24B | -7.90 | 4.24 | 8.00 | ||
North Index Balanced | 5.06B | 3.06 | 4.65 | 7.06 | ||
Ipac Select Index Balanced | 5.06B | 3.06 | 4.65 | 7.06 | ||
North Index Growth | 2.99B | 4.10 | 6.04 | 8.21 | ||
Ipac Select Index Growth | 2.99B | 4.10 | 6.04 | 8.21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Global Equity Fund | 5.69B | 12.29 | 3.56 | 13.73 | ||
Walter Scott Global Equity Fund | 4.67B | 7.49 | 9.85 | 12.87 | ||
AU60ETL73771 | 2.44B | 19.72 | 19.44 | - | ||
Franklin Global Growth Fund I class | 951.01M | -1.52 | 2.18 | 13.27 | ||
Franklin Global Growth Fund W Clas | 951.01M | -1.57 | 2.03 | 13.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.90 | 423.08 | +1.75% | |
Alphabet A | US02079K3059 | 4.39 | 172.51 | +1.27% | |
Berkshire Hathaway B | US0846707026 | 4.18 | 412.77 | +0.62% | |
UnitedHealth | US91324P1021 | 3.79 | 517.50 | +0.70% | |
Amazon.com | US0231351067 | 3.75 | 185.99 | -0.58% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Sell |
Summary | Strong Buy | Strong Buy | Neutral |
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