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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1095 | 1239 | 1377 | 1801 | 3093 |
Fund Return | 4.27% | 9.49% | 23.93% | 11.25% | 12.49% | 11.95% |
Place in category | 4489 | 1038 | 1166 | 1468 | 990 | 483 |
% in Category | 62 | 14 | 17 | 26 | 24 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 13.1B | 2.69 | 1.62 | 5.50 | ||
SRI Global Stock Fund Pound SterliA | 6.56B | 4.28 | 11.26 | 11.95 | ||
SRI Global Stock Fund Instl Pls GBA | 6.56B | 20.17 | 7.53 | 11.80 | ||
US Equity Index Common Contractual | 2.99B | 3.83 | 15.71 | 15.74 | ||
US Opportunities Inv GBP | 1.22B | 5.57 | 11.57 | 14.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 20.93B | 5.18 | 5.84 | 10.54 | ||
MS Global Brands Fund AXg | 20.93B | 5.11 | 4.82 | 9.64 | ||
MS Global Brands Fund Zg | 20.93B | 5.19 | 5.84 | 10.54 | ||
Developed World Index Sub Fund FleA | 24.56B | 3.93 | 12.51 | 12.78 | ||
Developed World Index Sub Fund Flex | 24.56B | 3.93 | 12.26 | 12.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.64 | 244.60 | +1.27% | |
NVIDIA | US67066G1040 | 4.94 | 138.85 | +2.63% | |
Microsoft | US5949181045 | 4.93 | 408.43 | -0.51% | |
Amazon.com | US0231351067 | 3.24 | 228.68 | -0.73% | |
Meta Platforms | US30303M1027 | 2.02 | 736.67 | +1.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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