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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 986 | 1078 | 1092 | 1285 | 1927 |
Fund Return | 7.82% | -1.36% | 7.82% | 2.99% | 5.14% | 6.78% |
Place in category | 2057 | 2303 | 2057 | 432 | 276 | 186 |
% in Category | 58 | 55 | 58 | 14 | 11 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 7.54B | 2.42 | 10.66 | 11.01 | ||
Dimensional Global Core Equity FuGD | 7.54B | 2.42 | 10.66 | 11.01 | ||
Global Sustainability Core EquityGA | 4.73B | 4.65 | 11.20 | 12.26 | ||
Global Sustainability Core EquityGD | 4.73B | 4.65 | 11.21 | 12.27 | ||
Dimensional World Allocation 60 40A | 3.58B | 2.68 | 6.17 | 6.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 13.01B | 1.93 | 2.65 | 5.41 | ||
GB00BJL5BW59 | 4.23B | 0.52 | 3.95 | 5.93 | ||
Emerging Markets Equity Tracker Fun | 4.23B | 0.54 | 4.06 | 6.07 | ||
JPEM Equity Fund C dist GBP | 3.8B | 4.30 | -1.18 | 6.15 | ||
JPEM Equity Fund A dist GBP | 3.8B | 2.80 | -5.31 | 5.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 5.70 | 971.00 | -2.71% | |
Tencent Holdings | KYG875721634 | 2.62 | 512.00 | -1.06% | |
Alibaba | KYG017191142 | 1.25 | 134.80 | +0.90% | |
Samsung Electronics Co | KR7005930003 | 1.05 | 54,900 | +2.43% | |
HDFC Bank | INE040A01034 | 0.66 | 1,711.15 | +1.52% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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