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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 1018 | 1095 | 1232 | 1561 | 2716 |
Fund Return | 1.42% | 1.79% | 9.54% | 7.21% | 9.32% | 10.51% |
Place in category | 529 | 155 | 467 | 179 | 82 | 5 |
% in Category | 77 | 22 | 74 | 34 | 18 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Trust Class C Inc | 3.02B | 1.42 | 7.20 | 10.50 | ||
World Trust Class D Acc | 3.02B | 11.55 | 2.27 | 11.22 | ||
World Trust Class A Inc | 3.02B | -4.45 | 3.06 | 9.05 | ||
Managed Growth Trust B Acc | 694.66M | 4.93 | -1.30 | 4.25 | ||
Managed Growth Trust Class C Acc | 694.66M | 2.23 | 2.26 | 4.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Trust Class C Inc | 3.02B | 1.42 | 7.20 | 10.50 | ||
World Trust Class D Acc | 3.02B | 11.55 | 2.27 | 11.22 | ||
World Trust Class A Inc | 3.02B | -4.45 | 3.06 | 9.05 | ||
CF New Grande Motte GBP | 21.01M | 0.29 | 5.42 | 6.85 | ||
CF PE Managed Inc | 14.96M | -0.98 | 1.42 | 4.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 3.41 | 180.50 | -2.36% | |
Microsoft | US5949181045 | 3.26 | 385.51 | -0.76% | |
Visa A | US92826C8394 | 3.22 | 334.38 | +0.29% | |
Alphabet A | US02079K3059 | 3.20 | 158.33 | +0.76% | |
Standard Chartered | GB0004082847 | 3.05 | 989.40 | +4.92% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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