
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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1089 | 968 | 1089 | 763 | 873 | 1687 |
Fund Return | 8.9% | -3.17% | 8.9% | -8.61% | -2.67% | 5.37% |
Place in category | 24 | 88 | 24 | 95 | 88 | 14 |
% in Category | 20 | 74 | 20 | 91 | 87 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Equity Fund S GBP Acc | 489.38M | 4.26 | 15.07 | 12.95 | ||
North American Equity Fund R GBP Ac | 298.56M | 26.70 | 11.43 | 14.19 | ||
North American Equity Fund S GBP Ac | 298.56M | 26.38 | 11.15 | 13.92 | ||
Pacific Equity Fund S GBP Acc | 178.97M | 2.57 | 5.72 | 6.67 | ||
Pacific Equity Fund R GBP Acc | 178.97M | 11.47 | 3.98 | 7.05 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
HSBC FTSE 250 Index Accumulation C | 1.3B | 1.45 | 1.61 | 5.07 | ||
GB0008528696 | 674.8M | 1.43 | 4.16 | 4.64 | ||
GB00B7BXT545 | 193.7M | -0.80 | -4.49 | 4.71 | ||
Castlefield CFP SDL UK Buff Ins Acc | 227.16M | 7.15 | -6.02 | - | ||
Castlefield CFP SDL UK Buffettology | 143.35M | 7.15 | -6.02 | 7.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Games Workshop | GB0003718474 | 4.27 | 14,270.0 | -0.49% | |
JTC | JE00BF4X3P53 | 3.53 | 969.00 | +1.68% | |
Telecom Plus | GB0008794710 | 3.28 | 1,698.00 | -0.35% | |
Coats Group | GB00B4YZN328 | 3.03 | 88.70 | -0.22% | |
4Imprint | GB0006640972 | 3.02 | 5,480.0 | -1.79% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Sell | BUY | BUY |
Summary | Strong Sell | Neutral | Neutral |
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