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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1054 | 1035 | 1075 | 1168 | 1312 | 2253 |
Fund Return | 5.39% | 3.49% | 7.45% | 5.3% | 5.57% | 8.46% |
Place in category | 440 | 657 | 658 | 473 | 428 | 188 |
% in Category | 50 | 87 | 94 | 92 | 98 | 65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Equity Fund P GBP Acc | 7.67M | 4.58 | 16.21 | 14.66 | ||
American Equity Fund R GBP Acc | 812.11M | 4.60 | 16.50 | 14.95 | ||
American Equity Fund U1 GBP Acc | 406.79M | 4.61 | 16.58 | 15.04 | ||
American Equity Fund U2 GBP Acc | 981.49M | 4.61 | 16.67 | 15.12 | ||
American Equity Fund A GBP Acc | 48.73M | 4.54 | 15.62 | 14.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Accumulating | 4.79B | 6.46 | 9.60 | 10.67 | ||
Global Stock Fund GBP Distributing | 4.79B | 6.46 | 9.61 | 10.68 | ||
Specialist Value UK Equity I Acc | 924.74M | 7.52 | 6.00 | 5.77 | ||
Specialist Value UK Equity X Acc | 924.74M | 8.20 | 6.71 | 6.55 | ||
Global Income Fund U2 GBP Acc | 704.29M | 5.47 | 6.39 | 9.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Cisco | US17275R1023 | 4.27 | 64.67 | -0.26% | |
Inditex | ES0148396007 | 3.73 | 53.500 | -0.63% | |
Zurich Insurance Group | CH0011075394 | 3.54 | 573.00 | -0.38% | |
American Tower | US03027X1000 | 3.18 | 192.38 | +2.03% | |
Keurig Dr Pepper | US49271V1008 | 3.11 | 33.14 | +1.10% |
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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