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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1356 | 1161 | 1356 | 1368 | 2289 | 5061 |
Fund Return | 35.6% | 16.14% | 35.6% | 11.02% | 18.01% | 17.6% |
Place in category | 100 | 149 | 100 | 128 | 81 | 50 |
% in Category | 10 | 12 | 10 | 23 | 19 | 18 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00BMN91T34 | 1.86B | 26.93 | 11.50 | 15.22 | ||
Class C Accumulation Shares Net | 992.4M | 7.34 | -2.96 | 6.89 | ||
Class J Accumulation Shares Net | 992.4M | 7.61 | -2.77 | 6.81 | ||
Class K Accumulation Shares Net | 992.4M | 8.05 | -2.26 | 7.68 | ||
UK Equity Income Fund Class C Accum | 344.94M | 11.11 | 11.16 | 6.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPUS Growth Fund C dist GBP | 6.22B | 36.52 | 13.36 | 19.98 | ||
MS US Growth Fund IXg | 3.67B | 41.16 | -5.76 | 14.12 | ||
Baillie Gifford American Fund B Acc | 3.5B | 30.92 | -3.08 | 17.58 | ||
Baillie Gifford American Fund B Inc | 3.5B | 30.88 | -3.09 | 17.57 | ||
Baillie Gifford American Fund A Acc | 3.5B | 29.52 | -4.04 | 16.43 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 9.17 | 124.65 | +0.98% | |
Amazon.com | US0231351067 | 8.22 | 234.64 | -1.02% | |
Apple | US0378331005 | 8.15 | 237.59 | -0.74% | |
Microsoft | US5949181045 | 7.63 | 414.99 | -6.18% | |
Meta Platforms | US30303M1027 | 5.00 | 687.00 | +1.55% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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