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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1082 | 994 | 1165 | 955 | 1344 | 2031 |
Fund Return | 8.2% | -0.6% | 16.53% | -1.53% | 6.09% | 7.34% |
Place in category | 430 | 644 | 492 | 565 | 244 | 113 |
% in Category | 69 | 93 | 79 | 98 | 52 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Rathbone Global Opportunities Fund | 2.06B | 11.41 | 3.42 | 13.77 | ||
GB00BH0P2M97 | 2.09B | 14.08 | 3.63 | 13.95 | ||
Portfolio S-Class Accumulation | 2.86B | 4.93 | 2.48 | 6.05 | ||
Growth Portfolio S-Class Income | 420.57M | 4.93 | 2.48 | 6.07 | ||
Income Fund Institutional Acc | 260.46M | 6.78 | 6.57 | 5.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CCLA COIF Charities Investment Acc | 3.89B | 4.25 | 4.38 | 9.12 | ||
CCLA COIF Charities Investment Inc | 3.89B | 4.24 | 4.38 | 8.93 | ||
CCLA COIF Charities Ethical Investa | 2.42B | 4.43 | 3.41 | 8.89 | ||
CCLA COIF Charities Ethical Investm | 2.42B | 4.43 | 3.41 | 8.83 | ||
CCLA CBF Church of England Funds Ia | 2.19B | 4.11 | 3.38 | 9.37 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WisdomTree Physical Gold | JE00B1VS3770 | 6.04 | 252.35 | +1.29% | |
Shell | GB00BP6MXD84 | 2.86 | 31.61 | +0.25% | |
CC Japan Alpha JPY T Acc | IE00BFM6VK70 | 2.79 | - | - | |
United States Treasury Bills 0% | - | 2.75 | - | - | |
BP | GB0007980591 | 2.67 | 392.70 | +1.06% |
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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