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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1201 | 1072 | 1201 | 1241 | 1724 | 3025 |
Fund Return | 20.09% | 7.21% | 20.09% | 7.46% | 11.51% | 11.7% |
Place in category | 1488 | 1237 | 1488 | 1684 | 973 | 467 |
% in Category | 21 | 16 | 21 | 31 | 24 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 12.09B | 9.53 | 0.42 | 5.68 | ||
SRI Global Stock Fund Pound Sterlin | 6.13B | 20.08 | 7.45 | 11.70 | ||
SRI Global Stock Fund Instl Pls GBA | 6.13B | 21.32 | 8.41 | 11.77 | ||
US Equity Index Common Contractual | 2.86B | 27.34 | 12.07 | 15.45 | ||
US Opportunities Inv GBP | 1.16B | 13.52 | 7.25 | 13.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MS Global Brands Fund Zg | 19.92B | 9.12 | 1.69 | 9.93 | ||
Investment Funds Global Brands Funz | 19.92B | 9.13 | 1.69 | 9.93 | ||
MS Global Brands Fund AXg | 19.92B | 8.05 | 0.71 | 9.04 | ||
Developed World Index Sub Fund FleA | 23.45B | 21.24 | 9.23 | 12.47 | ||
Developed World Index Sub Fund Flex | 23.45B | 21.24 | 8.99 | 12.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.29 | 236.85 | -2.41% | |
NVIDIA | US67066G1040 | 4.96 | 135.91 | -3.00% | |
Microsoft | US5949181045 | 4.83 | 418.95 | -1.32% | |
Amazon.com | US0231351067 | 2.96 | 218.94 | -1.44% | |
Meta Platforms | US30303M1027 | 1.93 | 615.86 | +0.84% |
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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