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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1070 | 989 | 1070 | 1278 | 1585 | 2603 |
Fund Return | 6.98% | -1.06% | 6.98% | 8.52% | 9.65% | 10.04% |
Place in category | 482 | 627 | 482 | 112 | 90 | 43 |
% in Category | 69 | 82 | 69 | 18 | 19 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Distributing | 4.57B | 6.97 | 8.52 | 10.04 | ||
US Stock Fund GBP Inc | 3.07B | 16.57 | 9.71 | 12.67 | ||
US Stock Fund A GBP | 3.07B | 16.59 | 9.71 | 12.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Distributing | 4.57B | 6.97 | 8.52 | 10.04 | ||
Specialist Value UK Equity I Acc | 946.28M | 7.52 | 6.00 | 5.77 | ||
Specialist Value UK Equity X Acc | 946.28M | 8.20 | 6.71 | 6.55 | ||
SEI Global Master Fund plc The SESA | 860.16M | 18.92 | 11.09 | 10.48 | ||
Global Income Fund A GBP Inc | 703.01M | 2.09 | 2.84 | 8.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 3.20 | 82.55 | -1.26% | |
Alphabet C | US02079K1079 | 2.94 | 205.25 | +1.29% | |
Sanofi | FR0000120578 | 2.72 | 104.40 | +0.75% | |
Charter Communications | US16119P1084 | 2.62 | 345.39 | +2.61% | |
GSK plc | GB00BN7SWP63 | 2.54 | 1,405.00 | +0.21% |
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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