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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1088 | 1031 | 1181 | 1052 | - | - |
Fund Return | 8.8% | 3.1% | 18.14% | 1.69% | - | - |
Place in category | 857 | 1275 | 627 | 674 | - | - |
% in Category | 63 | 82 | 47 | 57 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Multi Income mth USD | 3.6B | 7.49 | 1.06 | 3.91 | ||
JPMorgan Multi Income acc USD | 3.6B | 7.52 | 1.07 | 3.92 | ||
Schroder Balanced Investment Fund U | 8.38B | 13.45 | 0.26 | 4.94 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 1.95 | 415.52 | +0.21% | |
Amazon.com | US0231351067 | 1.57 | 198.89 | -1.97% | |
Alphabet A | US02079K3059 | 1.54 | 166.46 | -5.41% | |
Tesla | US88160R1014 | 1.37 | 343.53 | +0.44% | |
Apple | US0378331005 | 1.22 | 229.81 | +0.35% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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