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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1115 | 1188 | 1440 | 1777 | - |
Fund Return | 5.57% | 11.53% | 18.76% | 12.92% | 12.19% | - |
Place in category | 170 | 250 | 96 | 62 | 61 | - |
% in Category | 19 | 22 | 11 | 7 | 9 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Balanced Portfolio A GBP Acc | 1.34B | 1.90 | -1.21 | 3.42 | ||
Balanced Portfolio R GBP Acc | 1.34B | 2.12 | -0.64 | 3.99 | ||
American Equity Fund A GBP Acc | 48.72M | 6.85 | 12.91 | 14.28 | ||
American Equity Fund P GBP Acc | 8.61M | 10.48 | 11.86 | 14.94 | ||
American Equity Fund R GBP Acc | 788.47M | 10.60 | 12.14 | 15.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMegatrend Selection I dy GBP | 12.19B | 3.43 | 2.44 | 10.31 | ||
PIMegatrend Selection P dy GBP | 12.19B | 3.05 | 1.53 | 9.37 | ||
PI Security I dy GBP | 5.88B | 4.04 | 1.93 | 11.55 | ||
PI Security P dy GBP | 5.88B | 3.66 | 1.02 | 10.60 | ||
Place Worldwide Opportunities Acc | 3.63B | 3.35 | 2.66 | 8.94 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.85 | 196.89 | +1.24% | |
Microsoft | US5949181045 | 3.90 | 423.85 | -0.16% | |
NVIDIA | US67066G1040 | 3.13 | 1,208.61 | -0.11% | |
Amazon.com | US0231351067 | 1.87 | 184.30 | -0.38% | |
Meta Platforms | US30303M1027 | 1.81 | 492.96 | -0.16% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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