
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 961 | 1032 | 1121 | 1307 | 2435 |
Fund Return | 3.24% | -3.94% | 3.24% | 3.89% | 5.5% | 9.31% |
Place in category | 634 | 728 | 634 | 460 | 377 | 88 |
% in Category | 90 | 97 | 90 | 86 | 85 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Equity Fund A GBP Acc | 48.68M | 4.54 | 15.62 | 14.08 | ||
American Equity Fund P GBP Acc | 7.66M | 4.58 | 16.21 | 14.66 | ||
American Equity Fund R GBP Acc | 812.14M | 4.60 | 16.50 | 14.95 | ||
American Equity Fund U1 GBP Acc | 407.4M | 26.77 | 11.88 | 14.84 | ||
American Equity Fund U2 GBP Acc | 978.05M | 26.87 | 11.97 | 14.93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Accumulating | 4.57B | 6.46 | 9.60 | 10.67 | ||
Global Stock Fund GBP Distributing | 4.57B | 6.79 | 9.72 | 10.71 | ||
Specialist Value UK Equity I Acc | 926.08M | 7.52 | 6.00 | 5.77 | ||
Specialist Value UK Equity X Acc | 926.08M | 8.20 | 6.71 | 6.55 | ||
Global Income Fund A GBP Inc | 709.46M | 5.39 | 5.30 | 8.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Cisco | US17275R1023 | 5.37 | 64.85 | +0.40% | |
Inditex | ES0148396007 | 3.76 | 53.700 | -3.38% | |
Zurich Insurance Group | CH0011075394 | 3.20 | 563.80 | -1.02% | |
American Tower | US03027X1000 | 3.14 | 188.48 | -0.56% | |
J&J | US4781601046 | 3.10 | 158.06 | +1.98% |
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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