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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1165 | 1105 | 1380 | 1483 | 2070 | 2925 |
Fund Return | 16.52% | 10.55% | 38.02% | 14.04% | 15.66% | 11.33% |
Place in category | 85 | 85 | 88 | 90 | 59 | 24 |
% in Category | 37 | 37 | 44 | 54 | 50 | 41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Daiwa Nikkei225 Listed | 4,849.37B | 15.58 | 12.10 | 12.31 | ||
Daiwa US REIT Open Dividend 1 Month | 751.6B | 3.65 | 12.19 | 10.14 | ||
Daiwa Fund Wrap Japan Equity Select | 706.05B | 13.13 | 13.10 | 10.79 | ||
Daiwa Wrap Foreign Equity Select | 518.6B | 16.29 | 16.71 | 12.47 | ||
Daiwa Fund Wrap Hedge Fund Select | 391.21B | 1.11 | -0.62 | -0.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MUKAM eMAXIS Slim All World Equity | 3,352.65B | 17.09 | 17.98 | - | ||
Invesco Global Select Eq (UnH / MD) | 1,404.18B | 13.61 | 21.82 | 9.88 | ||
JP90C000KAH8 | 1,104.16B | 16.68 | 11.53 | - | ||
JP90C000JW79 | 819.5B | 15.27 | 18.40 | - | ||
AO Global High Quality Growth Eq Un | 709.32B | 19.15 | 8.49 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
GlobalX ESG Management Company ETF (US nationality, USD denominated) | - | 11.55 | - | - | |
Franklin Global Equity 1 | - | 8.68 | - | - | |
Capital Group New Perspective Fund (LUX) Class P (yen denominated) | - | 8.03 | - | - | |
Amundi US Large Cap Core Strategy Fund | - | 7.21 | - | - | |
Nissay/Intermead Global Equity Fund | - | 7.09 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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