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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1018 | 1042 | 1111 | 1217 | 1528 | 1918 |
Fund Return | 1.81% | 4.21% | 11.09% | 6.76% | 8.85% | 6.73% |
Place in category | 1509 | 1618 | 798 | 173 | 57 | 100 |
% in Category | 86 | 91 | 50 | 15 | 6 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Blue Global Fund EUR Acc | 547.48M | 0.45 | 2.62 | 7.99 | ||
Umbrella Balanced Class C | 276.67M | 0.51 | 2.91 | 5.13 | ||
Umbrella Balanced Class D | 276.67M | 0.48 | 2.83 | 8.08 | ||
Umbrella Dynamic Class D | 155.37M | 2.03 | 4.67 | 6.54 | ||
Umbrella Defensive Class C | 79.06M | -1.09 | 0.85 | 3.26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Invest High HC | 5.52B | 6.44 | 5.51 | 7.42 | ||
LU0433182416 | 5.58B | 3.42 | 0.62 | 2.34 | ||
UniRak Nachhaltig A | 5.09B | 5.31 | 1.14 | 5.73 | ||
UniRak Nachhaltig A net | 5.09B | 5.19 | 0.78 | 5.37 | ||
LU2168564065 | 2.53B | 1.91 | 2.16 | 5.62 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apollo Global Management A | US03769M1062 | 3.71 | 116.18 | -0.51% | |
Alphabet C | US02079K1079 | 3.39 | 173.96 | +0.21% | |
Vinci | FR0000125486 | 3.31 | 114.45 | -0.04% | |
Applied Materials | US0382221051 | 2.74 | 215.08 | -0.67% | |
UnitedHealth | US91324P1021 | 2.73 | 495.37 | +2.85% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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