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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1081 | 1019 | 1115 | 1328 | 1647 | 2699 |
Fund Return | 8.13% | 1.88% | 11.51% | 9.91% | 10.49% | 10.44% |
Place in category | 315 | 268 | 349 | 57 | 32 | 25 |
% in Category | 47 | 39 | 59 | 11 | 7 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Distributing | 4.67B | 8.14 | 9.92 | 10.44 | ||
US Stock Fund GBP Inc | 2.94B | 10.03 | 9.40 | 12.84 | ||
US Stock Fund A GBP | 2.94B | 10.04 | 9.39 | 12.84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Distributing | 4.67B | 8.14 | 9.92 | 10.44 | ||
Specialist Value UK Equity I Acc | 1.07B | -0.17 | 7.70 | 4.55 | ||
Specialist Value UK Equity X Acc | 1.07B | -0.08 | 8.46 | 5.32 | ||
SEI Global Master Fund plc The SESA | 852.44M | 1.15 | 12.40 | 9.93 | ||
Global Income Fund A GBP Inc | 566.4M | 6.58 | 6.62 | 9.15 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet C | US02079K1079 | 3.11 | 172.65 | -0.02% | |
Sanofi | FR0000120578 | 2.85 | 98.70 | +1.64% | |
GSK plc | GB00BN7SWP63 | 2.77 | 1,419.50 | +1.94% | |
Charles Schwab | US8085131055 | 2.52 | 70.94 | +0.16% | |
Johnson Controls | IE00BY7QL619 | 2.47 | 75.50 | -0.07% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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