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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1133 | 1027 | 1133 | 1200 | 1507 | 2663 |
Fund Return | 13.3% | 2.73% | 13.3% | 6.26% | 8.55% | 10.29% |
Place in category | 246 | 464 | 246 | 302 | 257 | 128 |
% in Category | 56 | 86 | 56 | 69 | 70 | 56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFSM Global Equity Fund I1 GBP | 2.54B | 7.42 | 2.16 | 9.60 | ||
MFSM Global Equity Fund W1 GBP | 2.54B | 7.21 | 1.92 | 9.26 | ||
MFSM European Value Fund I1 GBP | 2.35B | 6.43 | 3.51 | 8.87 | ||
MFSM European Value Fund W1 GBP | 2.35B | 1.08 | -0.67 | 8.43 | ||
MFSM Prudent Wealth Fund I1 GBP | 2.09B | 4.83 | 4.84 | 8.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
R BP US Premium Equities IE | 5.63B | 6.21 | 10.85 | 11.86 | ||
US Stock Fund A GBP | 3.35B | 6.89 | 11.65 | 13.70 | ||
US Stock Fund GBP Inc | 3.35B | 6.90 | 11.65 | 13.70 | ||
Fidelity American Special Situatiow | 508.31M | 6.32 | 11.27 | 10.75 | ||
Fidelity American Special Situation | 50.79M | 6.26 | 10.44 | 9.91 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.88 | 248.35 | -4.71% | |
Progressive | US7433151039 | 3.78 | 283.23 | -0.65% | |
Rtx Corp | US75513E1010 | 3.43 | 131.12 | -2.03% | |
Cigna | US1255231003 | 2.76 | 313.23 | +0.55% | |
McKesson | US58155Q1031 | 2.66 | 643.30 | -0.19% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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