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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1093 | 1073 | 1093 | 1172 | 1804 | 3906 |
Fund Return | 9.28% | 7.28% | 9.28% | 5.43% | 12.53% | 14.6% |
Place in category | 870 | 785 | 870 | 505 | 434 | 223 |
% in Category | 98 | 82 | 98 | 70 | 70 | 55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investec American Fund Net R GBP Ac | 599.71M | 4.20 | 11.03 | 15.18 | ||
Investec American I Acc Net GBP | 599.71M | -2.17 | 10.62 | 14.53 | ||
Investec American S Acc Net GBP | 599.71M | -2.05 | 11.46 | 15.40 | ||
Investec UK Special Situations Fund | 464.23M | 5.67 | 15.18 | 7.73 | ||
Equity Fund I Acc Net GBP | 316.89M | 1.72 | 9.44 | 10.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPUS Growth Fund C dist GBP | 5.97B | -3.53 | 17.37 | 18.81 | ||
MS US Growth Fund IXg | 3.16B | -1.13 | 3.20 | 13.08 | ||
Baillie Gifford American Fund B Acc | 2.85B | 30.92 | -3.08 | 17.58 | ||
Baillie Gifford American Fund B Inc | 2.85B | 9.95 | 11.58 | 18.50 | ||
Baillie Gifford American Fund A Acc | 2.85B | 9.84 | 10.47 | 17.35 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 9.78 | 173.86 | +0.88% | |
Microsoft | US5949181045 | 9.10 | 393.31 | -0.90% | |
Autodesk | US0527691069 | 4.75 | 259.75 | -0.25% | |
Charles Schwab | US8085131055 | 4.21 | 74.63 | -1.23% | |
ADP | US0530151036 | 3.59 | 306.45 | +1.32% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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