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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1151 | 1113 | 1092 | 1296 | 1641 | - |
Fund Return | 15.07% | 11.34% | 9.19% | 9.02% | 10.41% | - |
Place in category | 413 | 77 | 130 | 334 | 55 | - |
% in Category | 17 | 4 | 6 | 18 | 5 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0912192985 | 1.86B | 14.84 | 8.47 | - | ||
MulticoopJuliusBaerEqSpeclValUSDKh | 1.66B | 3.69 | 12.17 | - | ||
MulticoopJuliusBaerEqSpeclValUSDAh | 1.66B | 3.37 | 11.33 | 5.89 | ||
MulticoopJuliusBaerEqSpeclValUSD Bh | 1.66B | 3.37 | 11.33 | 5.89 | ||
MulticoopJuliusBaerEqSpeclValUSDCh | 1.66B | 3.71 | 12.21 | 6.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU2097333152 | 13.36B | 4.38 | 1.71 | - | ||
Cap Group New Perspective lux C | 13.36B | 4.59 | 2.37 | - | ||
Capital Group New Perspective Fundu | 13.81B | 4.41 | 1.82 | 10.03 | ||
Cap Group New Perspective lux ZL | 13.36B | 4.37 | 1.78 | 10.00 | ||
Capital Group New Perspective Funbu | 13.81B | 4.06 | 0.81 | 8.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.65 | 412.32 | +0.43% | |
Apple | US0378331005 | 5.11 | 184.57 | +1.00% | |
Alphabet A | US02079K3059 | 4.33 | 169.96 | +0.34% | |
Visa A | US92826C8394 | 3.96 | 278.71 | +0.55% | |
UnitedHealth | US91324P1021 | 3.72 | 507.05 | +0.76% |
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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