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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1065 | 1257 | 1498 | 2123 | 4212 |
Fund Return | 3.02% | 6.51% | 25.74% | 14.43% | 16.25% | 15.47% |
Place in category | 2098 | 2112 | 1242 | 456 | 224 | 107 |
% in Category | 87 | 90 | 59 | 26 | 17 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B88MP089 | 774.94M | 8.05 | 7.61 | 8.82 | ||
JPM Equity Income C Net Income | 765.95M | 4.54 | 8.72 | 10.07 | ||
GB00B8DB5B19 | 765.95M | 4.58 | 8.66 | 10.11 | ||
JPM US Small Cap Growth C Net Inc | 160.54M | 7.54 | 6.05 | 11.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
HSBC American Index Fund Income C | 16.48B | 3.88 | 15.41 | 15.49 | ||
HSBC American Index Fund Retail Acc | 16.48B | 3.87 | 15.33 | 15.39 | ||
HSBC American Index Fund Accumulati | 16.48B | 3.87 | 15.42 | 15.50 | ||
US Equity Index Inc | 16.88B | 27.76 | 11.54 | 14.84 | ||
Plus GBP Accumulation | 16.88B | 27.81 | 11.59 | 14.89 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.31 | 388.61 | +0.03% | |
Apple | US0378331005 | 7.31 | 235.93 | -0.88% | |
NVIDIA | US67066G1040 | 6.07 | 115.99 | +1.69% | |
Amazon.com | US0231351067 | 4.82 | 203.80 | -0.60% | |
Meta Platforms | US30303M1027 | 4.16 | 640.00 | -2.30% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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