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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1082 | 1048 | 1403 | 1243 | 2134 | 3753 |
Fund Return | 8.21% | 4.77% | 40.28% | 7.51% | 16.37% | 14.14% |
Place in category | 172 | 155 | 8 | 91 | 27 | 49 |
% in Category | 22 | 21 | 1 | 16 | 9 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
New Capital Dynamic European Equity | 143.21M | 4.99 | 10.15 | 8.00 | ||
New Capital US Future LeaderOrd Acc | 100.92M | 10.16 | -4.32 | - | ||
New Capital China Equity Fund USD I | 40.21M | 2.83 | -23.70 | 1.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Findlay Park American USD | 10.71B | 3.78 | 5.64 | 11.11 | ||
IE00BG0R3256 | 5.21B | - | - | - | ||
IE00BF1T6T10 | 5.21B | 17.04 | 5.52 | - | ||
IE00BGK04N24 | 2.81B | 7.92 | 2.66 | - | ||
Polen Capital Investment Funds plc | 2.81B | 7.52 | 2.73 | 14.24 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 7.85 | 172.50 | +0.23% | |
NVIDIA | US67066G1040 | 7.46 | 1,096.33 | -0.82% | |
Apple | US0378331005 | 6.29 | 192.25 | +0.54% | |
Amazon.com | US0231351067 | 6.28 | 176.44 | -1.60% | |
Meta Platforms | US30303M1027 | 4.74 | 466.83 | +0.05% |
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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