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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1008 | 1004 | 1087 | 1206 | 1433 | 2056 |
Fund Return | 0.8% | 0.37% | 8.66% | 6.43% | 7.46% | 7.48% |
Place in category | 1173 | 968 | 836 | 198 | 161 | 42 |
% in Category | 90 | 72 | 70 | 20 | 20 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B8GG4B61 | 296.39M | 2.02 | 2.49 | 3.28 | ||
Fund Exempt 2 Accumulation | 2.28M | 2.61 | 3.62 | 5.19 | ||
Fund Institutional W Accumulatiow | 245.73M | 2.60 | 3.62 | 5.19 | ||
Return Fund Institutional W Income | 20.28M | 2.61 | 3.62 | 5.19 | ||
Charities Sterling Accumulation | 109.37M | 0.72 | 5.94 | 6.96 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 13.25B | 2.88 | 7.73 | 8.31 | ||
LifeStrategy 80 Equity Fund A Inc | 13.25B | 2.88 | 7.73 | 8.30 | ||
Baillie Gifford Managed A Acc | 4.63B | 7.75 | -3.98 | 6.93 | ||
Baillie Gifford Managed A Inc | 4.63B | 7.80 | -3.99 | 6.92 | ||
Baillie Gifford Managed B Acc | 4.63B | 8.86 | -3.03 | 8.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.54 | 391.26 | +1.14% | |
Alphabet A | US02079K3059 | 4.33 | 163.99 | +0.73% | |
Apple | US0378331005 | 3.30 | 218.27 | +1.95% | |
Amazon.com | US0231351067 | 2.79 | 196.21 | +0.65% | |
BlackRock ICS Sterling Liq Heritage Inc | IE00B3X1KB16 | 2.51 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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