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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1160 | 1054 | 1160 | 1219 | 1876 | 3612 |
Fund Return | 15.96% | 5.36% | 15.96% | 6.81% | 13.4% | 13.7% |
Place in category | 746 | 861 | 746 | 441 | 448 | 213 |
% in Category | 82 | 94 | 82 | 60 | 72 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UK Equity Income Fund Institutional | 90.52M | 12.34 | 7.85 | 6.66 | ||
UK Equity Income Fund Retail Accumu | 116.37M | 11.76 | 7.26 | 6.05 | ||
UK Equity Income Fund Retail Income | 137.37M | 11.77 | 7.27 | 6.06 | ||
UK Equity Income Fund Z Accumulatio | 662.1M | 12.58 | 8.11 | 6.89 | ||
UK Equity Income Fund Z Income GBP | 633.33M | 12.59 | 8.11 | 6.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPUS Growth Fund C dist GBP | 6.05B | 33.74 | 11.88 | 19.88 | ||
MS US Growth Fund IXg | 3.46B | 45.40 | -8.91 | 14.22 | ||
Baillie Gifford American Fund B Inc | 3.37B | 32.97 | -6.50 | 17.97 | ||
Baillie Gifford American Fund A Acc | 3.37B | 31.68 | -7.43 | 16.83 | ||
Baillie Gifford American Fund B Acc | 3.37B | 33.00 | -6.49 | 17.97 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CrowdStrike Holdings | US22788C1053 | 4.08 | 358.72 | -0.34% | |
Burlington Stores | US1220171060 | 3.87 | 285.95 | +1.71% | |
Microsoft | US5949181045 | 3.77 | 424.56 | +0.52% | |
Lam Research Corp | US5128071082 | 3.31 | - | - | |
Nov | US62955J1034 | 2.85 | 14.62 | -1.81% |
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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