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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1029 | 1031 | 1251 | 2221 | 2519 |
Fund Return | 2.88% | 2.88% | 3.14% | 7.75% | 17.3% | 9.68% |
Place in category | 264 | 264 | 421 | 178 | 31 | 21 |
% in Category | 34 | 34 | 59 | 29 | 6 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Distributing | 4.9B | 2.89 | 7.76 | 9.68 | ||
US Stock Fund A GBP | 3.32B | -0.19 | 8.30 | 12.28 | ||
US Stock Fund GBP Inc | 3.32B | -0.19 | 8.30 | 12.28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Distributing | 4.9B | 2.89 | 7.76 | 9.68 | ||
Specialist Value UK Equity X Acc | 920.31M | 8.20 | 6.71 | 6.55 | ||
Specialist Value UK Equity I Acc | 920.31M | 7.52 | 6.00 | 5.77 | ||
Global Income Fund A GBP Inc | 643M | 7.07 | 5.85 | 8.62 | ||
Global Income Fund U2 GBP Acc | 643M | 5.47 | 6.39 | 9.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 3.20 | 76.96 | +4.21% | |
Alphabet C | US02079K1079 | 2.94 | 159.40 | +2.59% | |
Sanofi | FR0000120578 | 2.72 | 89.62 | +0.64% | |
Charter Communications | US16119P1084 | 2.62 | 334.38 | -0.32% | |
GSK plc | GB00BN7SWP63 | 2.54 | 1,294.00 | +1.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Neutral |
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