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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1107 | 1033 | 1231 | 1441 | 2085 | 4287 |
Fund Return | 10.75% | 3.3% | 23.12% | 12.96% | 15.83% | 15.67% |
Place in category | 945 | 480 | 1039 | 308 | 106 | 36 |
% in Category | 43 | 19 | 51 | 20 | 7 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B88MP089 | 876.91M | 6.17 | 13.00 | 6.16 | ||
JPM Equity Income C Net Income | 746.05M | 7.18 | 8.18 | 9.70 | ||
GB00B8DB5B19 | 746.05M | 7.15 | 8.08 | 9.72 | ||
JPM US Small Cap Growth C Net Inc | 169M | 3.09 | -5.16 | 11.79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Equity Index Acc | 15.31B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Inc | 15.31B | 7.37 | 13.11 | 14.79 | ||
HSBC American Index Fund Accumulati | 14.96B | 10.26 | 12.97 | 15.34 | ||
HSBC American Index Fund Income C | 14.96B | 10.25 | 12.97 | 15.32 | ||
Plus GBP Accumulation | 15.31B | 1.20 | 11.44 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.11 | 449.78 | +0.92% | |
NVIDIA | US67066G1040 | 6.25 | 126.57 | -3.22% | |
Amazon.com | US0231351067 | 5.41 | 189.08 | +1.60% | |
Apple | US0378331005 | 5.10 | 207.49 | -1.04% | |
Alphabet A | US02079K3059 | 3.43 | 179.63 | +1.89% |
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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