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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1244 | 1086 | 1244 | 1309 | 1979 | 3617 |
Fund Return | 24.38% | 8.58% | 24.38% | 9.4% | 14.63% | 13.72% |
Place in category | 361 | 473 | 361 | 78 | 65 | 53 |
% in Category | 13 | 18 | 13 | 4 | 5 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Purisima Global Total Return A | 1.84B | 24.69 | 9.68 | 14.01 | ||
Purisima Global Total Return Int | 876.04K | 24.07 | 9.13 | 13.43 | ||
GB00BZ2K2M84 | 1.22B | 4.58 | -2.32 | - | ||
CF Prudential Dynamic Focused 20 5a | 348.03M | 5.90 | 1.20 | 4.56 | ||
CF Prudential Dynamic Focused 20 55 | 14.12M | 5.90 | 1.19 | 4.56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity I Acc | 14.4B | 8.98 | 1.89 | 13.60 | ||
Fundsmith Equity I Inc | 4.22B | 9.17 | 1.95 | 13.62 | ||
Fundsmith Equity R Acc | 612.24M | 8.32 | 1.28 | 12.91 | ||
Fundsmith Equity R Inc | 16.3M | 8.32 | 1.28 | 12.90 | ||
Fundsmith Equity T Acc | 4.09B | 8.87 | 1.79 | 13.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.06 | 236.00 | -0.67% | |
NVIDIA | US67066G1040 | 5.93 | 120.07 | -3.67% | |
Microsoft | US5949181045 | 4.88 | 415.06 | +0.02% | |
Amazon.com | US0231351067 | 4.07 | 237.68 | +1.30% | |
Alphabet A | US02079K3059 | 3.62 | 204.02 | +1.57% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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