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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1136 | 1026 | 1136 | 1319 | 1587 | - |
Fund Return | 13.57% | 2.64% | 13.57% | 9.67% | 9.67% | - |
Place in category | 420 | 479 | 420 | 104 | 175 | - |
% in Category | 29 | 31 | 29 | 8 | 19 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FTSE Dev World ex UK Equity Index A | 18.62B | 21.73 | 10.05 | 12.77 | ||
FTSE Dev World ex UK Equity Index I | 18.62B | 21.74 | 10.05 | 12.77 | ||
VG Plus GBP Accumulation | 18.62B | 21.79 | 10.12 | 12.83 | ||
VG Institutional Plus GBP Income | 18.62B | 21.82 | 10.12 | 12.83 | ||
Plus GBP Accumulation | 17.39B | 27.81 | 11.59 | 14.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Guinness Global Equity Income Z | 6.88B | 14.82 | 8.71 | 11.68 | ||
Income Fund Sterling Accumulation | 4.13M | 7.33 | 6.16 | 9.54 | ||
Income Fund B Accumulation | 16.42M | 8.03 | 6.86 | 10.25 | ||
Global Income Fund Sterling Income | 328.94M | 7.33 | 6.17 | 9.54 | ||
Income Fund B Income | 53.39M | 8.03 | 6.86 | 10.25 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Micro E-mini S&P 500 Index Future Mar 25 | - | 4.03 | - | - | |
Merck&Co | US58933Y1055 | 2.11 | 87.28 | -0.87% | |
J&J | US4781601046 | 2.09 | 153.12 | -0.25% | |
Bank of America | US0605051046 | 1.98 | 47.40 | -0.71% | |
Philip Morris | US7181721090 | 1.86 | 144.41 | -0.63% |
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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