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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1174 | 1019 | 1174 | 887 | 1424 | 2283 |
Fund Return | 17.43% | 1.93% | 17.43% | -3.93% | 7.32% | 8.6% |
Place in category | 32 | 63 | 32 | 555 | 37 | 2 |
% in Category | 6 | 11 | 6 | 95 | 10 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thesis Lavaud Acc | 340.69M | 17.57 | 4.82 | 8.48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investec Flexible A USD Income | 1.01B | 6.36 | -0.88 | 5.75 | ||
Henderson Diversified Growth Fund K | 235.29K | 4.64 | 0.17 | 3.52 | ||
Ashburton Global Strategy Fund A US | 84.67M | 13.03 | 4.27 | 5.12 | ||
Ashburton Global Strategy Fund D US | 84.67M | 13.97 | 4.93 | 5.69 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares S&P 500 Equal Weight UCITS USD (Acc) | IE000MLMNYS0 | 12.46 | 6.25 | +0.15% | |
Invesco S&P 500 Equal Weight Index Acc | IE00BNGJJT35 | 6.22 | 58.90 | +0.05% | |
Xtrackers S&P 500 Equal Weight UCITS 2D | IE000CXLGK86 | 6.21 | 82.24 | +0.09% | |
Microsoft | US5949181045 | 5.41 | 424.56 | +0.52% | |
NVIDIA | US67066G1040 | 5.22 | 140.11 | -0.02% |
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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