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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1070 | 1046 | 1178 | 1163 | 1451 | 2267 |
Fund Return | 6.98% | 4.56% | 17.83% | 5.16% | 7.73% | 8.53% |
Place in category | 45 | 43 | 23 | 51 | 26 | 5 |
% in Category | 54 | 52 | 27 | 66 | 40 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Mundiplan Moderado PP | 244.71M | -0.16 | -0.75 | 0.18 | ||
Mundiplan Equilibrado PP | 114.14M | 3.87 | 3.22 | 2.48 | ||
Prudente EPSV | 41M | 1.20 | 0.23 | 0.72 | ||
Mundiplan Audaz Europa | 30.93M | 9.49 | 8.93 | 5.47 | ||
Equilibrado EPSV | 12.85M | 3.99 | 3.17 | 2.34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Plancaixa Bolsa Internacional PP | 1.96B | 12.67 | 11.12 | 12.46 | ||
Plancaixa Tendencias PP | 1.71B | 6.47 | 1.30 | 9.08 | ||
Santander Renta Variable Global PP | 559.68M | 9.66 | 8.68 | 7.31 | ||
BBVA Renta Variable PP | 523.38M | 6.47 | 5.50 | 5.74 | ||
Mediolanum Renta Variable PP | 415.27M | 6.75 | 8.01 | 5.47 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Source MSCI USA UCITS | IE00B60SX170 | 18.96 | 140.14 | -0.47% | |
iShares Core S&P 500 UCITS | IE00B5BMR087 | 15.96 | 559.37 | -0.13% | |
Vanguard FTSE Dev Europe x UK | IE00BKX55S42 | 10.61 | 35.21 | -0.23% | |
Amundi Index MSCI Emerging Markets SRI UCITS | LU1861138961 | 9.61 | 48.85 | -0.62% | |
SPDR S&P 500 UCITS | IE00B6YX5C33 | 8.41 | 416.54 | -0.43% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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