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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 987 | 1078 | 1092 | 1285 | 1926 |
Fund Return | 7.82% | -1.35% | 7.82% | 2.99% | 5.14% | 6.77% |
Place in category | 2056 | 2291 | 2056 | 431 | 275 | 187 |
% in Category | 58 | 55 | 58 | 14 | 11 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 7.63B | 2.42 | 10.66 | 11.01 | ||
Dimensional Global Core Equity FuGD | 7.63B | 2.42 | 10.66 | 11.01 | ||
Global Sustainability Core EquityGA | 1.66B | 2.08 | 11.31 | 11.62 | ||
Global Sustainability Core EquityGD | 918.89M | 2.07 | 11.32 | 11.62 | ||
Dimensional World Allocation 60 40A | 3.64B | 1.51 | 6.12 | 6.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 13.46B | 1.93 | 2.65 | 5.41 | ||
GB00BJL5BW59 | 4.14B | 0.52 | 3.95 | 5.93 | ||
Emerging Markets Equity Tracker Fun | 4.14B | 0.54 | 4.06 | 6.07 | ||
JPEM Equity Fund A dist GBP | 3.79B | 2.80 | -5.31 | 5.49 | ||
JPEM Equity Fund C dist GBP | 3.79B | 0.85 | -0.59 | 5.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 5.70 | 952.00 | -0.63% | |
Tencent Holdings | KYG875721634 | 2.62 | 495.20 | -2.81% | |
Alibaba | KYG017191142 | 1.25 | 126.30 | -3.59% | |
Samsung Electronics Co | KR7005930003 | 1.05 | 57,800 | -3.99% | |
HDFC Bank | INE040A01034 | 0.66 | 1,828.20 | +0.16% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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