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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1198 | 1071 | 1198 | 1274 | 1760 | 3066 |
Fund Return | 19.84% | 7.09% | 19.84% | 8.41% | 11.97% | 11.86% |
Place in category | 1523 | 1156 | 1523 | 1124 | 783 | 418 |
% in Category | 22 | 15 | 22 | 21 | 19 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Multi Asset Fund IV R3 GBP Acc | 1.27B | 3.93 | 8.35 | 7.32 | ||
International Index Tracking Fund 2 | 985.57M | 4.63 | 12.75 | 12.51 | ||
UK Equity Income Fund 2 GBP Acc | 745.7M | 4.65 | 5.50 | 5.71 | ||
UK Equity Income Fund 1 GBP Inc | 745.7M | 4.64 | 5.31 | 5.52 | ||
UK Equity Income Fund 2 GBP Inc | 745.7M | 7.41 | 3.20 | 5.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 20.8B | 5.18 | 5.84 | 10.54 | ||
MS Global Brands Fund AXg | 20.8B | 5.11 | 4.82 | 9.64 | ||
MS Global Brands Fund Zg | 20.8B | 5.19 | 5.84 | 10.54 | ||
Developed World Index Sub Fund FleA | 24.6B | 3.93 | 12.51 | 12.78 | ||
Developed World Index Sub Fund Flex | 24.6B | 3.93 | 12.26 | 12.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.01 | 245.83 | +0.39% | |
NVIDIA | US67066G1040 | 4.46 | 140.11 | +0.63% | |
Microsoft | US5949181045 | 4.38 | 416.13 | +0.33% | |
Amazon.com | US0231351067 | 2.88 | 222.88 | -1.65% | |
Meta Platforms | US30303M1027 | 1.80 | 694.84 | -1.27% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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