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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1096 | 1013 | 1096 | 1085 | 1386 | 2074 |
Fund Return | 9.64% | 1.3% | 9.64% | 2.77% | 6.75% | 7.57% |
Place in category | 471 | 568 | 471 | 379 | 79 | 46 |
% in Category | 41 | 47 | 41 | 37 | 11 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market IV Inst Acc | 1.07B | 11.22 | 3.84 | 6.77 | ||
MyFolio Market IV Retail Acc | 1.07B | 10.77 | 3.47 | 6.30 | ||
MyFolio Managed II Inst Acc | 1.04B | 5.30 | -0.61 | 2.81 | ||
MyFolio Market II Inst Acc | 1.01B | 6.63 | 0.85 | 3.92 | ||
Standard Life Wealth Bridge Inc | 597.64M | 6.80 | 0.22 | 6.35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 13.07B | 14.64 | 5.85 | 8.51 | ||
LifeStrategy 80 Equity Fund A Inc | 13.53B | 14.64 | 5.85 | 8.50 | ||
Baillie Gifford Managed B Acc | 5.02B | 8.86 | -3.03 | 8.09 | ||
Baillie Gifford Managed B Inc | 5.02B | 8.85 | -3.04 | 8.08 | ||
Baillie Gifford Managed A Acc | 5.02B | 7.75 | -3.98 | 6.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ASC(Offshore) Sterling Fixed Intst Z Inc | JE00BYL6R922 | 4.97 | - | - | |
ASML Holding | NL0010273215 | 2.88 | 722.90 | +2.29% | |
Microsoft Corp | - | 2.80 | - | - | |
Alphabet Inc Class A | - | 2.71 | - | - | |
First Republic Bank | - | 2.36 | - | - |
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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