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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 1040 | 1057 | 982 | 1072 | 1320 |
Fund Return | 4.65% | 3.98% | 5.71% | -0.6% | 1.41% | 2.82% |
Place in category | 5 | 5 | 6 | 11 | 3 | 2 |
% in Category | 6 | 6 | 13 | 32 | 10 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PHATRA GLOBAL NEW PERSPECTIVE | 6.26B | 14.48 | 8.06 | - | ||
Phatra Long Term Equity Dividend Fu | 4.89B | -2.02 | -4.45 | 0.96 | ||
Phatra Equity Retirement Mutual Fun | 1.82B | 1.44 | -1.66 | 3.47 | ||
Phatra Income Retirement Mutual | 1.02B | 0.98 | 2.16 | 2.25 | ||
Phatra Small And Mid Cap Equity | 815.36M | 2.36 | -2.87 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
K PLAN 3 Fund | 2.52B | 1.61 | 0.04 | 3.02 | ||
United Flexible Income A | 224.69M | -1.18 | -3.40 | - | ||
United Flexible Income N | 1.28B | -1.18 | -3.40 | - | ||
TH7372010002 | 1.35B | 0.20 | -2.48 | - | ||
TH8459010006 | 478.69M | 1.63 | -1.25 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard S&P 500 | US9229083632 | 22.49 | 478.75 | +0.13% | |
iShares Core MSCI Emerging Markets ETF | - | 6.46 | - | - | |
Henderson Horizon Global High Yield Bond Fund I2 U | LU0978624350 | 6.28 | 165.780 | +0.05% | |
Vanguard FTSE Europe | US9220428745 | 6.01 | 68.94 | +0.46% | |
Henderson Horizon Global Property Equities Fund I2 | LU0209137628 | 5.23 | 28.640 | +1.96% |
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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