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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1058 | 1021 | 1116 | 1343 | 1842 | 2664 |
Fund Return | 5.77% | 2.05% | 11.64% | 10.32% | 12.99% | 10.29% |
Place in category | 264 | 355 | 423 | 157 | 88 | 28 |
% in Category | 32 | 49 | 56 | 28 | 16 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Distributing | 6.16B | 5.77 | 10.33 | 10.29 | ||
US Stock Fund A GBP | 4.18B | 4.29 | 11.22 | 13.02 | ||
US Stock Fund GBP Inc | 4.18B | 4.30 | 11.23 | 13.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Distributing | 6.16B | 5.77 | 10.33 | 10.29 | ||
Specialist Value UK Equity I Acc | 948.06M | 7.52 | 6.00 | 5.77 | ||
Specialist Value UK Equity X Acc | 948.06M | 8.20 | 6.71 | 6.55 | ||
Global Income Fund A GBP Inc | 687.73M | 5.39 | 5.30 | 8.46 | ||
Global Income Fund U2 GBP Acc | 687.73M | 5.47 | 6.39 | 9.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 3.20 | 72.47 | +1.73% | |
Alphabet C | US02079K1079 | 2.94 | 165.98 | -1.09% | |
Sanofi | FR0000120578 | 2.72 | 107.44 | -1.86% | |
Charter Communications | US16119P1084 | 2.62 | 355.87 | -4.73% | |
GSK plc | GB00BN7SWP63 | 2.54 | 1,516.00 | -2.73% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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