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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 968 | 1083 | 1051 | 1419 | 2093 |
Fund Return | 2.31% | -3.21% | 8.27% | 1.67% | 7.25% | 7.66% |
Place in category | 1211 | 1303 | 1155 | 735 | 54 | 49 |
% in Category | 95 | 100 | 91 | 68 | 8 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Climate Assets C GBP Accumulation | 410.7M | 1.63 | 1.79 | 7.13 | ||
Fund Climate Assets C GBP Income | 410.7M | 1.64 | 1.77 | 7.11 | ||
Climate Assets B GBP Accumulation | 410.7M | 1.55 | 1.56 | 6.90 | ||
Fund Climate Assets B GBP Income | 410.7M | 1.54 | 1.54 | 6.90 | ||
Thesis KES Growth Fund Acc | 30.95M | 3.82 | 5.71 | 6.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 11.83B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 80 Equity Fund A Inc | 11.83B | 2.96 | 6.53 | 8.34 | ||
Baillie Gifford Managed A Acc | 5.45B | 0.81 | -4.98 | 6.40 | ||
Baillie Gifford Managed A Inc | 5.45B | 0.82 | -4.98 | 6.40 | ||
Baillie Gifford Managed B Acc | 5.45B | 1.01 | -3.98 | 7.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
LANSDOWNE ICAV-LA C ACC | IE000KKR77Y0 | 6.05 | - | - | |
Aikya Global Em Mkts UCITS S GBP UnH Acc | IE00BMCM3314 | 5.55 | - | - | |
Berkshire Hathaway A | US0846701086 | 4.92 | 654,922 | -0.05% | |
American Express | US0258161092 | 4.87 | 247.52 | +1.13% | |
Mastercard | US57636Q1040 | 3.88 | 445.38 | -0.57% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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