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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1064 | 1109 | 1203 | 1410 | 1848 | 3314 |
Fund Return | 6.41% | 10.86% | 20.33% | 12.13% | 13.07% | 12.73% |
Place in category | 1815 | 2005 | 921 | 879 | 343 | 66 |
% in Category | 25 | 27 | 15 | 18 | 11 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 14.75B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 14.75B | 1.72 | 3.51 | 6.54 | ||
US Equity Index Acc | 14.48B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Inc | 14.48B | 7.37 | 13.11 | 14.79 | ||
FTSE Dev World ex UK Equity Index A | 14.75B | 6.40 | 12.13 | 12.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 21.63B | 4.79 | 6.71 | 9.96 | ||
MS Global Brands Fund AXg | 21.63B | 4.53 | 5.75 | 9.09 | ||
MS Global Brands Fund Zg | 21.63B | 4.78 | 6.70 | 9.96 | ||
Developed World Index Sub Fund FleA | 21.08B | 9.76 | 11.97 | 12.61 | ||
Developed World Index Sub Fund Flex | 21.08B | 9.76 | 11.72 | 12.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.95 | 406.32 | +1.82% | |
Apple | US0378331005 | 4.29 | 169.30 | -0.35% | |
NVIDIA | US67066G1040 | 3.03 | 877.35 | +6.18% | |
Amazon.com | US0231351067 | 2.56 | 179.62 | +3.43% | |
Meta Platforms | US30303M1027 | 1.74 | 443.29 | +0.43% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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