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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1276 | 1111 | 1276 | 1397 | 2088 | 4162 |
Fund Return | 27.55% | 11.14% | 27.55% | 11.79% | 15.87% | 15.33% |
Place in category | 305 | 207 | 305 | 182 | 155 | 53 |
% in Category | 13 | 8 | 13 | 9 | 10 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 12.65B | 9.53 | 0.42 | 5.68 | ||
SRI Global Stock Fund Instl Pls GBA | 6.49B | 20.17 | 7.53 | 11.80 | ||
SRI Global Stock Fund Pound SterliA | 6.49B | 20.09 | 7.46 | 11.70 | ||
SRI Global Stock Fund Pound Sterlin | 6.49B | 20.08 | 7.45 | 11.70 | ||
US Opportunities Inv GBP | 1.21B | 13.52 | 7.25 | 13.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Plus GBP Accumulation | 17.23B | 27.81 | 11.59 | 14.89 | ||
Institutional Plus GBP Income | 17.23B | 27.81 | 11.58 | 14.88 | ||
US Equity Index Acc | 17.23B | 27.77 | 11.54 | 14.84 | ||
US Equity Index Inc | 17.23B | 27.76 | 11.54 | 14.84 | ||
HSBC American Index Fund Retail Acc | 17.23B | 27.03 | 11.92 | 15.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.61 | 228.01 | -3.39% | |
NVIDIA | US67066G1040 | 6.75 | 116.66 | -2.84% | |
Microsoft | US5949181045 | 6.32 | 410.92 | -1.00% | |
Amazon.com | US0231351067 | 4.16 | 237.42 | -0.11% | |
Meta Platforms | US30303M1027 | 2.57 | 697.46 | +1.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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