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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1125 | 1033 | 1172 | 769 | 1030 | 1813 |
Fund Return | 12.47% | 3.34% | 17.21% | -8.39% | 0.6% | 6.13% |
Place in category | 28 | 59 | 86 | 103 | 90 | 21 |
% in Category | 18 | 51 | 66 | 92 | 81 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Equity Fund S GBP Acc | 352.08M | 16.14 | 10.58 | 12.72 | ||
North American Equity Fund R GBP Ac | 267.55M | 6.76 | 13.39 | 14.52 | ||
North American Equity Fund S GBP Ac | 267.55M | 11.64 | 9.45 | 13.60 | ||
Pacific Equity Fund S GBP Acc | 186.26M | 12.41 | 4.55 | 7.28 | ||
Pacific Equity Fund R GBP Acc | 186.26M | -0.04 | -0.18 | 7.93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Castlefield CFP SDL UK Buff Ins Acc | 247.87M | -19.64 | -0.70 | - | ||
HSBC FTSE 250 Index Accumulation C | 621.46M | 9.32 | -0.45 | 5.78 | ||
Old Mutual UK Mid Cap Fund A GBP Ac | 14.31M | -0.24 | -14.14 | 1.92 | ||
Old Mutual UK Mid Cap Fund A GBP In | 579.19K | -0.24 | -14.14 | 1.93 | ||
GB00B7BXT545 | 211.53M | 6.70 | -1.73 | 6.05 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JTC | JE00BF4X3P53 | 3.86 | 986.00 | +1.65% | |
Bellway | GB0000904986 | 3.56 | 2,514.0 | -2.33% | |
Games Workshop | GB0003718474 | 3.42 | 11,940.0 | +0.59% | |
Telecom Plus | GB0008794710 | 3.24 | 1,708.00 | +0.35% | |
Coats Group | GB00B4YZN328 | 3.15 | 94.20 | -1.77% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Neutral |
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