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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1045 | 1045 | 1109 | 1174 | 1395 | 2057 |
Fund Return | 4.51% | 4.51% | 10.93% | 5.48% | 6.88% | 7.48% |
Place in category | 558 | 558 | 523 | 169 | 123 | 52 |
% in Category | 45 | 45 | 44 | 18 | 18 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B8GG4B61 | 355.01M | 4.12 | 1.42 | 3.39 | ||
Fund Exempt 2 Accumulation | 2.24M | 1.53 | 2.47 | 5.53 | ||
Fund Institutional W Accumulatiow | 288.94M | 1.53 | 2.47 | 5.54 | ||
Return Fund Institutional W Income | 25.69M | 1.53 | 2.47 | 5.54 | ||
Fund for Charities Sterling Income | 97.77M | 4.52 | 5.48 | 7.48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 11.41B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 80 Equity Fund A Inc | 11.41B | 2.96 | 6.53 | 8.34 | ||
Baillie Gifford Managed A Acc | 5.71B | 0.81 | -4.98 | 6.40 | ||
Baillie Gifford Managed A Inc | 5.71B | 0.82 | -4.98 | 6.40 | ||
Baillie Gifford Managed B Acc | 5.71B | 1.01 | -3.98 | 7.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.28 | 410.54 | +0.29% | |
BlackRock ICS Sterling Liq Heritage Inc | IE00B3X1KB16 | 4.40 | - | - | |
Alphabet A | US02079K3059 | 3.73 | 169.38 | -1.09% | |
Apple | US0378331005 | 2.68 | 182.74 | +0.19% | |
Relx | GB00B2B0DG97 | 2.60 | 3,433.00 | +0.65% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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