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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1070 | 1053 | 1139 | 1271 | 1484 | 2213 |
Fund Return | 6.96% | 5.34% | 13.95% | 8.33% | 8.21% | 8.27% |
Place in category | 33 | 161 | 129 | 9 | 38 | 54 |
% in Category | 8 | 27 | 22 | 3 | 11 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CF Gulland Fund | 11.39M | 4.02 | 1.68 | 6.53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Trust Class C Acc | 3.25B | 6.72 | 7.21 | 11.75 | ||
World Trust Class C Inc | 3.25B | 6.73 | 7.21 | 11.75 | ||
World Trust Class A Inc | 3.25B | 5.40 | 4.49 | 10.88 | ||
World Trust Class D Acc | 3.25B | 3.15 | 6.30 | 11.24 | ||
CF PE Managed Inc | 14.7M | 2.50 | 3.15 | 5.86 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Trojan Ethical Fund O Income | GB00BJP0XY24 | 13.92 | - | - | |
Microsoft | US5949181045 | 3.97 | 428.39 | +0.72% | |
Marsh McLennan | US5717481023 | 3.56 | 209.66 | +0.24% | |
Shell | GB00BP6MXD84 | 3.47 | 33.01 | +0.27% | |
AstraZeneca | GB0009895292 | 3.04 | 12,390.0 | +2.43% |
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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