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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1202 | 1072 | 1202 | 1243 | 1730 | 3050 |
Fund Return | 20.17% | 7.23% | 20.17% | 7.53% | 11.59% | 11.8% |
Place in category | 1375 | 985 | 1375 | 1630 | 918 | 443 |
% in Category | 20 | 13 | 20 | 30 | 22 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 12.61B | 9.53 | 0.42 | 5.68 | ||
SRI Global Stock Fund Pound SterliA | 6.48B | 20.09 | 7.46 | 11.70 | ||
SRI Global Stock Fund Pound Sterlin | 6.48B | 20.08 | 7.45 | 11.70 | ||
US Equity Index Common Contractual | 2.97B | 27.34 | 12.07 | 15.45 | ||
US Opportunities Inv GBP | 1.21B | 13.52 | 7.25 | 13.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 20.8B | 9.13 | 1.69 | 9.93 | ||
MS Global Brands Fund AXg | 20.8B | 8.05 | 0.71 | 9.04 | ||
MS Global Brands Fund Zg | 20.8B | 9.12 | 1.69 | 9.93 | ||
Developed World Index Sub Fund FleA | 24.38B | 21.24 | 9.23 | 12.47 | ||
Developed World Index Sub Fund Flex | 24.38B | 21.24 | 8.99 | 12.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.29 | 222.78 | -0.39% | |
NVIDIA | US67066G1040 | 4.96 | 142.62 | -3.12% | |
Microsoft | US5949181045 | 4.83 | 444.06 | -0.59% | |
Amazon.com | US0231351067 | 2.96 | 234.85 | -0.24% | |
Meta Platforms | US30303M1027 | 1.93 | 647.49 | +1.73% |
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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