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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 967 | 1084 | 752 | 856 | 1617 |
Fund Return | 8.35% | -3.29% | 8.35% | -9.07% | -3.07% | 4.92% |
Place in category | 28 | 91 | 28 | 97 | 90 | 36 |
% in Category | 24 | 77 | 24 | 94 | 90 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Equity Fund S GBP Acc | 484.34M | 4.26 | 15.07 | 12.95 | ||
North American Equity Fund R GBP Ac | 300.79M | 26.70 | 11.43 | 14.19 | ||
North American Equity Fund S GBP Ac | 300.79M | 26.38 | 11.15 | 13.92 | ||
Pacific Equity Fund S GBP Acc | 177.12M | 2.57 | 5.72 | 6.67 | ||
Pacific Equity Fund R GBP Acc | 177.12M | 11.47 | 3.98 | 7.05 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
HSBC FTSE 250 Index Accumulation C | 1.31B | 1.45 | 1.61 | 5.07 | ||
GB0008528696 | 672.89M | 1.43 | 4.16 | 4.64 | ||
GB00B7BXT545 | 195.9M | -0.80 | -4.49 | 4.71 | ||
Castlefield CFP SDL UK Buff Ins Acc | 228.57M | 7.15 | -6.02 | - | ||
Castlefield CFP SDL UK Buffettology | 144.33M | 7.15 | -6.02 | 7.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Games Workshop | GB0003718474 | 4.27 | 14,570.0 | +0.62% | |
JTC | JE00BF4X3P53 | 3.53 | 936.00 | -0.43% | |
Telecom Plus | GB0008794710 | 3.28 | 1,692.00 | -0.12% | |
Coats Group | GB00B4YZN328 | 3.03 | 89.70 | +0.11% | |
4Imprint | GB0006640972 | 3.02 | 5,640.0 | -2.08% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Neutral |
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