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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1076 | 1106 | 1175 | 1427 | 1878 |
Fund Return | 3.6% | 7.62% | 10.64% | 5.52% | 7.38% | 6.5% |
Place in category | 60 | 109 | 165 | 160 | 85 | 88 |
% in Category | 6 | 10 | 15 | 16 | 13 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Managed II Inst Acc | 1.07B | 4.20 | -0.91 | 2.96 | ||
MyFolio Managed II Retail Platform | 1.07B | 3.71 | -0.57 | 2.94 | ||
MyFolio Market II Inst Acc | 1.03B | 5.45 | 0.77 | 4.06 | ||
MyFolio Market II Retail Platform 1 | 1.03B | 4.30 | 0.71 | 4.00 | ||
MyFolio Market IV Inst Acc | 1.01B | 8.42 | 3.83 | 6.71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 12B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 80 Equity Fund A Inc | 12B | 2.96 | 6.53 | 8.34 | ||
Baillie Gifford Managed A Acc | 5.13B | 0.81 | -4.98 | 6.40 | ||
Baillie Gifford Managed A Inc | 5.13B | 0.82 | -4.98 | 6.40 | ||
Baillie Gifford Managed B Acc | 5.13B | 1.01 | -3.98 | 7.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.29 | 401.70 | -1.64% | |
Aberdeen Liquidity Fund (Lux) Sterling Fund Z 1 | LU0643933160 | 3.19 | 1,000.000 | 0% | |
United Kingdom of Great Britain and Northern Ireland 1.5% | GB00BDCHBW80 | 2.99 | - | - | |
Amazon.com | US0231351067 | 2.23 | 171.39 | -3.65% | |
ASML Holding | NL0010273215 | 2.14 | 681.00 | -5.42% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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