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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1122 | 1058 | 1183 | 1053 | 1455 | 2412 |
Fund Return | 12.22% | 5.84% | 18.27% | 1.75% | 7.78% | 9.2% |
Place in category | 1961 | 1189 | 1773 | 1616 | 1316 | 624 |
% in Category | 69 | 45 | 64 | 67 | 74 | 76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00BNY7YM73 | 241.22M | 10.97 | 8.03 | 3.88 | ||
Thesis KES Diversified Inc | 116.7M | 15.48 | 7.00 | 10.38 | ||
Thesis Motim Acc | 16.1M | 4.25 | 0.49 | 4.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity I Acc | 14.33B | 8.98 | 1.89 | 13.60 | ||
Fundsmith Equity I Inc | 4.2B | 8.98 | 1.89 | 13.59 | ||
Fundsmith Equity R Acc | 608.77M | 8.32 | 1.28 | 12.91 | ||
Fundsmith Equity R Inc | 16.2M | 8.32 | 1.28 | 12.90 | ||
Fundsmith Equity T Acc | 4.08B | 8.87 | 1.79 | 13.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
The Harding Loevner Global Eq GBP X2 Uh | IE000ODSYE93 | 13.60 | - | - | |
BlackRock GlbUncons Eq Fd (UK) Z GBPAcc | GB00BFK3MN00 | 12.39 | - | - | |
iShares World Equity High Income UCITS USD Inc | IE000KJPDY61 | 9.50 | 5.21 | +0.19% | |
ISHARES US EQTY HIGBP | - | 8.96 | - | - | |
Schroder ISF Em Mkts X3 Dis GBP | LU2817908895 | 8.20 | - | - |
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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