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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1054 | 1018 | 1095 | 1141 | 1296 | 2358 |
Fund Return | 5.43% | 1.77% | 9.52% | 4.51% | 5.32% | 8.96% |
Place in category | 942 | 1145 | 864 | 174 | 193 | 12 |
% in Category | 75 | 88 | 69 | 18 | 26 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thesis Juniper Acc | 314.86M | 9.59 | 4.93 | 8.41 | ||
Thesis Juniper Inc | 633.14M | 9.60 | 4.93 | 8.41 | ||
Climate Assets C GBP Accumulation | 404.42M | 3.75 | 0.35 | 7.20 | ||
Fund Climate Assets C GBP Income | 404.42M | 3.74 | 0.33 | 7.17 | ||
Climate Assets B GBP Accumulation | 404.42M | 1.55 | 1.56 | 6.90 |
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 B Acc | 5.13B | 1.01 | -3.98 | 7.58 | ||
Baillie Gifford Managed B Inc | 5.13B | 0.99 | -4.01 | 7.57 | ||
Baillie Gifford Managed A Acc | 5.13B | 0.81 | -4.98 | 6.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Morgan Stanley Funds UK Global Brands Fund I Accum | GB0032482498 | 12.10 | 152.98 | -0.65% | |
iShares Core S&P 500 UCITS USD Dist | IE0031442068 | 6.91 | 4,118.5 | -1.06% | |
iShares $ Treasury Bond 1-3Yr UCITS Acc | IE00B3VWN179 | 6.55 | 118.56 | +0.28% | |
iShares Physical Gold | IE00B4ND3602 | 2.79 | 48.87 | +0.12% | |
Ninety One Global Environment I Inc | GB00BMXZ8896 | 2.23 | - | - |
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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