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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1214 | 1050 | 1396 | 1179 | 1727 | - |
Fund Return | 21.41% | 5% | 39.64% | 5.64% | 11.55% | - |
Place in category | 88 | 80 | 115 | 84 | 38 | - |
% in Category | 49 | 41 | 60 | 55 | 29 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Tech A-Acc-USD | 1.56B | 16.27 | 10.50 | 18.91 | ||
LU1560650563 | 995.75M | 15.61 | 9.77 | - | ||
Fidelity Global Technology A-Acc | 277.99M | 16.97 | 10.80 | - | ||
Global Dividend Fund A MINCOME G US | 760.8M | 18.27 | 8.42 | 7.40 | ||
Global Dividend Fund A Acc USD | 1.7B | 18.29 | 8.44 | 7.40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0329593262 | 197.77M | 24.42 | 6.87 | 9.78 | ||
LU0147401128 | 46.98M | 22.35 | 4.74 | 7.61 | ||
Global Financial Services Fund A Du | 98.33M | 19.65 | 6.16 | 8.17 | ||
LU1079558364 | 456.22M | 3.74 | -0.74 | 5.66 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 7.47 | 473.68 | -0.79% | |
JPMorgan | US46625H1005 | 7.36 | 248.73 | -0.62% | |
Visa A | US92826C8394 | 4.28 | 312.57 | -0.20% | |
Wells Fargo&Co | US9497461015 | 3.30 | 77.21 | +0.40% | |
Mastercard | US57636Q1040 | 3.10 | 526.64 | +0.01% |
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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