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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 772 | 1031 | 819 | 1255 | 1616 | 3561 |
Fund Return | -22.75% | 3.13% | -18.11% | 7.86% | 10.07% | 13.54% |
Place in category | 1037 | 335 | 967 | 215 | 45 | 12 |
% in Category | 88 | 18 | 81 | 20 | 6 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Rathbone Global Opportunities Fund | 2B | 10.87 | 8.14 | 13.90 | ||
Portfolio S-Class Accumulation | 2.65B | 3.60 | 4.19 | 6.19 | ||
Growth Portfolio S-Class Income | 363.36M | 3.61 | 4.19 | 6.22 | ||
Income Fund Institutional Inc | 214.67M | 0.43 | 6.68 | 5.59 | ||
Income Fund Institutional Acc | 283.03M | 0.43 | 6.67 | 5.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMegatrend Selection I dy GBP | 12.24B | 7.38 | 4.36 | 10.69 | ||
PIMegatrend Selection P dy GBP | 12.24B | 7.14 | 3.43 | 9.74 | ||
PI Security I dy GBP | 5.81B | 8.07 | 4.40 | 11.79 | ||
PI Security P dy GBP | 5.81B | 7.83 | 3.47 | 10.85 | ||
Place Worldwide Opportunities Acc | 3.63B | 6.96 | 5.03 | 9.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Costco | US22160K1051 | 2.72 | 743.90 | +1.56% | |
Sartorius Stedim | FR0013154002 | 2.51 | 208.30 | +1.17% | |
Intuit | US4612021034 | 2.36 | 629.27 | +2.48% | |
Microsoft | US5949181045 | 2.30 | 406.66 | +2.22% | |
NVIDIA | US67066G1040 | 2.24 | 887.83 | +3.46% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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