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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1267 | 1126 | 1267 | 1397 | 2059 | 3962 |
Fund Return | 26.68% | 12.64% | 26.68% | 11.8% | 15.54% | 14.76% |
Place in category | 681 | 79 | 681 | 199 | 294 | 203 |
% in Category | 34 | 4 | 34 | 11 | 21 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Equity Fund P GBP Acc | 7.72M | 26.36 | 11.52 | 14.47 | ||
American Equity Fund U1 GBP Acc | 2.36B | 26.77 | 11.88 | 14.84 | ||
American Equity Fund U2 GBP Acc | 2.36B | 28.75 | 12.93 | 15.28 | ||
American Equity Fund A GBP Acc | 2.19B | 27.69 | 11.92 | 14.24 | ||
Balanced Portfolio A GBP Acc | 1.09B | 3.84 | -1.32 | 3.28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Plus GBP Accumulation | 16.9B | 27.81 | 11.59 | 14.89 | ||
Institutional Plus GBP Income | 16.9B | 27.81 | 11.58 | 14.88 | ||
US Equity Index Acc | 17.02B | 27.77 | 11.54 | 14.84 | ||
US Equity Index Inc | 17.02B | 27.76 | 11.54 | 14.84 | ||
HSBC American Index Fund Retail Acc | 16.63B | 27.03 | 11.92 | 15.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.31 | 135.91 | -3.00% | |
Apple | US0378331005 | 5.26 | 236.85 | -2.41% | |
Microsoft | US5949181045 | 4.40 | 418.95 | -1.32% | |
Alphabet A | US02079K3059 | 2.55 | 192.04 | -0.98% | |
Amazon.com | US0231351067 | 2.20 | 218.94 | -1.44% |
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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