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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1207 | 1080 | 1410 | 1161 | 1803 | - |
Fund Return | 20.75% | 7.98% | 41.04% | 5.11% | 12.52% | - |
Place in category | 179 | 105 | 59 | 507 | 239 | - |
% in Category | 7 | 5 | 3 | 23 | 15 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LF Blue Whale Growth R Sterling Inc | 32.99M | 20.74 | 5.11 | - | ||
GB00BD6PG563 | 706.67M | 21.00 | 5.37 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity I Acc | 14.38B | 10.76 | 3.46 | 13.87 | ||
Fundsmith Equity I Inc | 4.22B | 10.76 | 3.46 | 13.86 | ||
Fundsmith Equity R Acc | 602.83M | 10.16 | 2.85 | 13.17 | ||
Fundsmith Equity R Inc | 16.18M | 10.15 | 2.84 | 13.17 | ||
Fundsmith Equity T Acc | 4.06B | 10.66 | 3.36 | 13.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Applied Materials | US0382221051 | 9.82 | 169.35 | +0.16% | |
NVIDIA | US67066G1040 | 9.80 | 134.25 | -2.25% | |
Broadcom | US11135F1012 | 6.51 | 224.80 | +24.43% | |
Microsoft | US5949181045 | 6.32 | 447.27 | -0.51% | |
Charles Schwab | US8085131055 | 5.86 | 79.54 | -4.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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