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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1115 | 1031 | 1115 | 1070 | 1518 | 2895 |
Fund Return | 11.55% | 3.15% | 11.55% | 2.27% | 8.7% | 11.22% |
Place in category | 286 | 175 | 286 | 327 | 18 | 2 |
% in Category | 47 | 27 | 47 | 58 | 6 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Trust Class C Acc | 3.49B | 10.93 | 2.27 | 10.90 | ||
World Trust Class C Inc | 3.49B | 10.93 | 2.27 | 10.90 | ||
World Trust Class A Inc | 3.49B | 11.03 | 1.70 | 10.36 | ||
Managed Growth Trust B Acc | 745.95M | 4.93 | -1.30 | 4.25 | ||
Managed Growth Trust Class C Acc | 745.95M | 5.92 | -0.92 | 4.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Trust Class A Inc | 3.49B | 11.03 | 1.70 | 10.36 | ||
World Trust Class C Acc | 3.49B | 10.93 | 2.27 | 10.90 | ||
World Trust Class C Inc | 3.49B | 10.93 | 2.27 | 10.90 | ||
CF New Grande Motte GBP | 21.55M | 10.44 | 5.34 | 7.50 | ||
CF PE Managed Inc | 14.94M | 3.95 | 0.42 | 5.37 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.37 | 231.36 | -0.28% | |
Amazon.com | US0231351067 | 3.36 | 238.83 | +1.13% | |
Microsoft | US5949181045 | 3.27 | 415.82 | +0.61% | |
Alphabet A | US02079K3059 | 3.19 | 191.60 | +0.14% | |
Visa A | US92826C8394 | 3.09 | 347.48 | -0.56% |
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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