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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1118 | 985 | 1187 | 808 | 935 | 1702 |
Fund Return | 11.79% | -1.55% | 18.68% | -6.86% | -1.33% | 5.46% |
Place in category | 20 | 44 | 36 | 97 | 92 | 27 |
% in Category | 16 | 47 | 26 | 90 | 89 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Equity Fund S GBP Acc | 436.08M | 22.70 | 10.79 | 12.81 | ||
North American Equity Fund R GBP Ac | 282.33M | 28.39 | 12.35 | 14.50 | ||
North American Equity Fund S GBP Ac | 282.33M | 28.09 | 12.07 | 14.24 | ||
Pacific Equity Fund R GBP Acc | 170.6M | 13.00 | 5.26 | 7.23 | ||
Pacific Equity Fund S GBP Acc | 170.6M | 11.19 | 3.72 | 6.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
HSBC FTSE 250 Index Accumulation C | 598.08M | 7.73 | -1.41 | 5.12 | ||
GB0008528696 | 640.08M | 11.03 | 0.98 | 4.30 | ||
GB00B7BXT545 | 193.6M | -0.80 | -4.49 | 4.71 | ||
Castlefield CFP SDL UK Buffettology | 143.47M | 11.15 | -3.94 | 8.36 | ||
Castlefield CFP SDL UK Buff Ins Acc | 225.77M | 6.14 | -6.42 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Games Workshop | GB0003718474 | 3.70 | 12,800.0 | +2.89% | |
JTC | JE00BF4X3P53 | 3.53 | 977.00 | +2.95% | |
Bellway | GB0000904986 | 3.14 | 2,372.0 | +7.92% | |
Hilton Food | GB00B1V9NW54 | 3.06 | 890.00 | +3.97% | |
Jet2 | GB00B1722W11 | 3.03 | 1,432.00 | +1.71% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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