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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1071 | 1071 | 1165 | 1330 | 1805 | 2619 |
Fund Return | 7.15% | 7.15% | 16.5% | 9.96% | 12.54% | 10.11% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2Q5DR06 | 1.21B | 11.44 | 14.27 | 16.04 | ||
GB00B88MP089 | 950.41M | 2.22 | 13.69 | 6.04 | ||
JPM Equity Income C Net Income | 702.89M | 7.22 | 10.06 | 10.08 | ||
JPM US Small Cap Growth C Net Inc | 197.35M | 10.70 | -3.72 | 11.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00BHQSS241 | 494.14M | - | - | - | ||
Janus HendersonHorizonEurlandH2HGBP | 1.28M | 12.06 | 13.11 | - | ||
JPM Equity Income C Net Income | 702.89M | 7.22 | 10.06 | 10.08 | ||
Emerging Europe, Middle East and Ag | 4.33M | 3.97 | -12.49 | 0.58 | ||
CFIC Loudwater R GBP Accumulation | 104.16M | 1.04 | 9.98 | 6.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.20 | - | - | |
CME Group Inc Class A | - | 3.02 | - | - | |
UnitedHealth Group Inc | - | 2.96 | - | - | |
Meta Platforms Inc Class A | - | 2.91 | - | - | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 2.90 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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