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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1151 | 1052 | 1151 | 1191 | 1814 | 3340 |
Fund Return | 15.1% | 5.17% | 15.1% | 6.01% | 12.65% | 12.82% |
Place in category | 769 | 866 | 769 | 488 | 494 | 266 |
% in Category | 84 | 95 | 84 | 66 | 79 | 70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UK Equity Income Fund Institutional | 90.2M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 139.86M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Retail Accumu | 117.15M | 1.30 | 6.55 | 5.58 | ||
UK Equity Income Fund Z Accumulatio | 731.51M | 1.50 | 7.38 | 6.41 | ||
UK Equity Income Fund Z Income GBP | 682.13M | 1.50 | 7.39 | 6.42 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MS US Growth Fund IXg | 3.05B | 6.26 | -12.85 | 11.70 | ||
Edgewood L Select US Select Growthd | 3.91B | 13.00 | 7.21 | 17.32 | ||
Edgewood L Select US Select Growtig | 3.91B | 13.85 | 7.05 | 17.41 | ||
Baillie Gifford American Fund A Acc | 2.85B | 3.19 | -12.95 | 15.40 | ||
Baillie Gifford American Fund B Acc | 2.85B | 3.39 | -12.08 | 16.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CrowdStrike Holdings | US22788C1053 | 4.08 | 309.69 | +2.03% | |
Burlington Stores | US1220171060 | 3.87 | 185.84 | +0.83% | |
Microsoft | US5949181045 | 3.77 | 406.64 | +2.21% | |
Lam Research | US5128071082 | 3.31 | 906.94 | +2.63% | |
Nov | US62955J1034 | 2.85 | 18.55 | -0.05% |
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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