
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 1056 | 1133 | 1200 | 1364 | 2032 |
Fund Return | 3.73% | 5.55% | 13.29% | 6.27% | 6.4% | 7.35% |
Place in category | 320 | 324 | 487 | 201 | 189 | 65 |
% in Category | 27 | 26 | 42 | 22 | 24 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B8GG4B61 | 306.64M | 2.71 | 2.71 | 3.36 | ||
Fund Exempt 2 Accumulation | 2.32M | 2.62 | 3.30 | 5.31 | ||
Fund Institutional W Accumulatiow | 252.77M | 2.61 | 3.30 | 5.31 | ||
Return Fund Institutional W Income | 21.13M | 2.62 | 3.30 | 5.31 | ||
Fund for Charities Sterling Income | 116.7M | 3.73 | 6.27 | 7.34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 13.74B | 14.64 | 5.85 | 8.51 | ||
LifeStrategy 80 Equity Fund A Inc | 13.74B | 14.64 | 5.85 | 8.50 | ||
Baillie Gifford Managed A Acc | 5.07B | 7.75 | -3.98 | 6.93 | ||
Baillie Gifford Managed A Inc | 5.07B | 7.80 | -3.99 | 6.92 | ||
Baillie Gifford Managed B Acc | 5.07B | 8.86 | -3.03 | 8.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.68 | 414.68 | +1.23% | |
Alphabet A | US02079K3059 | 4.08 | 184.62 | +0.46% | |
BlackRock ICS Sterling Liq Heritage Inc | IE00B3X1KB16 | 3.57 | - | - | |
Apple | US0378331005 | 3.55 | 244.71 | +0.10% | |
Amazon.com | US0231351067 | 2.62 | 226.09 | -0.25% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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