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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1048 | 1070 | 1194 | 1342 | 1500 | 2169 |
Fund Return | 4.77% | 7.05% | 19.4% | 10.31% | 8.44% | 8.05% |
Place in category | 818 | 260 | - | - | - | - |
% in Category | 51 | 19 | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00BYW8RX12 | 1.29B | 6.75 | 3.74 | - | ||
GB00BYW8VG25 | 809.55M | 11.09 | 6.38 | - | ||
VT De Lisle America B GBP | 509.07M | -4.80 | 7.13 | 12.27 | ||
GB00BYVB3M28 | 523.71M | -6.34 | -5.23 | - | ||
GB00BD833W40 | 286.86M | 9.28 | 4.77 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Guinness Global Equity Income Z | 6.66B | 3.98 | 11.53 | 11.54 | ||
Income Fund Sterling Accumulation | 4.11M | 6.79 | 8.96 | 9.81 | ||
Income Fund B Accumulation | 15.65M | 6.90 | 9.68 | 10.52 | ||
Income Fund B Income | 53.26M | 6.90 | 9.68 | 10.52 | ||
Income Fund Exempt 2 Income | 12.97M | 6.93 | 9.85 | 10.71 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Richemont | CH0210483332 | 3.15 | 158.40 | -1.06% | |
Broadcom | US11135F1012 | 3.05 | 169.12 | -1.67% | |
Games Workshop | GB0003718474 | 2.83 | 14,100.0 | +0.71% | |
Morgan Stanley | US6174464486 | 2.81 | 115.33 | -3.08% | |
Unilever | GB00B10RZP78 | 2.76 | 54.86 | +1.22% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Buy | Strong Buy |
Technical Indicators | Neutral | Strong Sell | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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