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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1090 | 1131 | 1256 | 1499 | 1761 | 2773 |
Fund Return | 8.98% | 13.13% | 25.55% | 14.44% | 11.99% | 10.74% |
Place in category | 659 | 671 | 323 | 185 | 907 | 581 |
% in Category | 10 | 10 | 6 | 4 | 25 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kapital Plus P EUR | 10.37M | -4.78 | 6.19 | 5.64 | ||
Kapital Plus P2 EUR | 5.49M | 4.66 | 2.63 | 3.53 | ||
Kapital Plus I EUR | 89.91M | 4.63 | 2.48 | 3.38 | ||
DE000A2DU1Y2 | 22.03M | - | - | - | ||
Kapital Plus A EUR | 3.13B | 0.40 | -0.25 | 2.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UniGlobal I | 17.6B | 11.02 | 11.29 | 12.58 | ||
UniGlobal | 17.6B | 10.19 | 13.77 | 11.96 | ||
DWS Vermogensbildungsfonds I ID | 14.3B | 10.45 | 11.64 | - | ||
DWS Vermogensbildungsfonds I LD | 14.3B | 10.21 | 10.70 | 11.52 | ||
UniFavorit: Aktien I | 11.49B | 13.76 | 11.33 | 12.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.10 | 415.13 | +0.23% | |
Apple | US0378331005 | 4.91 | 192.25 | +0.54% | |
NVIDIA | US67066G1040 | 2.39 | 1,096.33 | -0.82% | |
Meta Platforms | US30303M1027 | 2.05 | 466.83 | +0.05% | |
Amazon.com | US0231351067 | 2.02 | 176.44 | -1.60% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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