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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1009 | 1056 | 934 | 1175 | 1708 |
Fund Return | 5.62% | 0.87% | 5.62% | -2.26% | 3.27% | 5.5% |
Place in category | 2617 | 595 | 2617 | 1986 | 694 | 661 |
% in Category | 73 | 15 | 73 | 71 | 27 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Equity Fund S GBP Acc | 490.98M | 4.26 | 15.07 | 12.95 | ||
North American Equity Fund R GBP Ac | 301.26M | 26.70 | 11.43 | 14.19 | ||
North American Equity Fund S GBP Ac | 301.26M | 26.38 | 11.15 | 13.92 | ||
Pacific Equity Fund S GBP Acc | 175.77M | 2.57 | 5.72 | 6.67 | ||
Pacific Equity Fund R GBP Acc | 175.77M | 11.47 | 3.98 | 7.05 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 13.25B | 2.69 | 1.62 | 5.50 | ||
GB00BJL5BW59 | 4.17B | 0.13 | 3.15 | 5.89 | ||
Emerging Markets Equity Tracker Fun | 4.17B | 0.14 | 3.26 | 6.03 | ||
JPEM Equity Fund C dist GBP | 4.33B | 4.30 | -1.18 | 6.15 | ||
JPEM Equity Fund A dist GBP | 4.33B | 2.80 | -5.31 | 5.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semiconductor | US8740391003 | 8.95 | 200.95 | -0.88% | |
MercadoLibre | US58733R1023 | 7.37 | 2,075.79 | -1.09% | |
Lion Finance | GB00BF4HYT85 | 5.28 | 5,170.00 | -2.08% | |
HDFC Bank ADR | US40415F1012 | 4.60 | 60.75 | +0.40% | |
Trip.com Group | KYG9066F1019 | 4.37 | 515.50 | -2.46% |
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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