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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1156 | 1014 | 1156 | 1240 | 1855 | 3548 |
Fund Return | 15.64% | 1.42% | 15.64% | 7.44% | 13.15% | 13.5% |
Place in category | 245 | 786 | 245 | 338 | 2 | 1 |
% in Category | 19 | 50 | 19 | 29 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 10.81B | 4.84 | 13.24 | 12.69 | ||
Fidelity Index World Fund P Accumul | 10.81B | 4.86 | 13.44 | 12.88 | ||
Fidelity Index US Fund Class A Acc | 6.71B | 4.09 | 15.43 | 15.38 | ||
Fidelity Index US Fund P Accumulati | 6.71B | 4.11 | 15.58 | 15.65 | ||
Fidelity European Fund W Income | 4.42B | 7.88 | 9.02 | 10.17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Guinness Global Equity Income Z | 6.84B | 3.90 | 11.33 | 11.79 | ||
Income Fund Sterling Accumulation | 4.15M | 5.65 | 8.57 | 9.69 | ||
Income Fund B Accumulation | 15.93M | 5.71 | 9.29 | 10.40 | ||
Income Fund B Income | 54.04M | 5.70 | 9.29 | 10.41 | ||
Income Fund Exempt 2 Income | 13.1M | 6.93 | 9.85 | 10.71 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Progressive | US7433151039 | 5.54 | 278.69 | -0.40% | |
Marsh McLennan | US5717481023 | 5.32 | 236.22 | +0.31% | |
Relx | GB00B2B0DG97 | 4.86 | 3,685.00 | -0.05% | |
Unilever | GB00B10RZP78 | 4.84 | 56.04 | +2.26% | |
Deutsche Boerse | DE0005810055 | 4.78 | 263.2000 | +2.29% |
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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