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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1107 | 1048 | 1107 | 1117 | 1405 | 2304 |
Fund Return | 10.74% | 4.84% | 10.74% | 3.75% | 7.04% | 8.71% |
Place in category | 283 | 20 | 283 | 197 | 60 | 12 |
% in Category | 26 | 2 | 26 | 20 | 9 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thesis Juniper Acc | 351.58M | 13.95 | 5.01 | 8.52 | ||
Thesis Juniper Inc | 697.88M | 13.95 | 5.00 | 8.51 | ||
Climate Assets B GBP Accumulation | 370.23M | -0.45 | -1.69 | 6.07 | ||
Fund Climate Assets B GBP Income | 370.23M | -0.46 | -1.70 | 6.06 | ||
Climate Assets C GBP Accumulation | 370.23M | -0.28 | -1.48 | 6.30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 13.6B | 14.64 | 5.85 | 8.51 | ||
LifeStrategy 80 Equity Fund A Inc | 13.6B | 14.64 | 5.85 | 8.50 | ||
Baillie Gifford Managed A Acc | 5.05B | 7.75 | -3.98 | 6.93 | ||
Baillie Gifford Managed A Inc | 5.05B | 7.80 | -3.99 | 6.92 | ||
Baillie Gifford Managed B Acc | 5.05B | 8.86 | -3.03 | 8.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Morgan Stanley Funds UK Global Brands Fund I Accum | GB0032482498 | 12.20 | 171.20 | +1.87% | |
iShares Core S&P 500 UCITS USD Dist | IE0031442068 | 8.05 | 4,866.6 | +0.02% | |
iShares $ Treasury Bond 1-3Yr UCITS Acc | IE00B3VWN179 | 7.00 | 119.13 | -0.09% | |
iShares Physical Gold | IE00B4ND3602 | 2.72 | 55.92 | +0.95% | |
Ninety One Global Environment I Inc | GB00BMXZ8896 | 2.20 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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