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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1093 | 931 | 1060 | 1136 | 1551 | 2295 |
Fund Return | 9.27% | -6.89% | 5.97% | 4.36% | 9.18% | 8.66% |
Place in category | 857 | 1442 | 693 | 1065 | 511 | 444 |
% in Category | 32 | 48 | 26 | 49 | 32 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BE0940002729 | 1.83B | 8.99 | 9.22 | 8.34 | ||
BE0948502365 | 1.51B | 9.05 | 5.54 | 13.52 | ||
DPAM HORIZON B Balanced Strategy A | 1.2B | 2.22 | 0.26 | 4.79 | ||
DPAM HORIZON B Balanced Strategy B | 1.2B | 2.22 | 0.04 | 4.73 | ||
BE0946563377 | 1.17B | 11.61 | 4.43 | 10.58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BE0948502365 | 1.51B | 9.05 | 5.54 | 13.52 | ||
BE0167243154 | 273.55M | -1.16 | 1.18 | 6.83 | ||
BE0167244160 | 98.08M | -1.16 | 1.20 | 6.81 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.59 | 414.74 | +0.59% | |
Alphabet A | US02079K3059 | 4.92 | 168.65 | -0.77% | |
Mastercard | US57636Q1040 | 3.89 | 456.78 | +0.28% | |
Procter&Gamble | US7427181091 | 3.18 | 166.85 | +0.49% | |
Nestle | CH0038863350 | 3.04 | 95.18 | +1.04% |
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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