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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1201 | 1072 | 1201 | 1241 | 1724 | 3024 |
Fund Return | 20.08% | 7.2% | 20.08% | 7.45% | 11.51% | 11.7% |
Place in category | 1498 | 1253 | 1498 | 1686 | 975 | 469 |
% in Category | 21 | 16 | 21 | 31 | 24 | 21 |
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 Instl Pls GBA | 6.48B | 20.17 | 7.53 | 11.80 | ||
SRI Global Stock Fund Pound SterliA | 6.48B | 20.09 | 7.46 | 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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