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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1056 | 1124 | 1068 | 1522 | 2451 |
Fund Return | 5.64% | 5.64% | 12.43% | 2.23% | 8.76% | 9.38% |
Place in category | 298 | 298 | 348 | 333 | 144 | 64 |
% in Category | 34 | 34 | 43 | 64 | 33 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco Perpetual High Income Y | 2.41B | 3.70 | 7.59 | 2.27 | ||
Perpetual High Income No Trail Acc | 2.41B | 4.35 | 7.52 | 2.02 | ||
Perpetual High Income No Trail Inc | 2.41B | 3.64 | 7.28 | 1.97 | ||
Invesco Perpetual High Income Z Acc | 2.41B | 4.42 | 7.79 | 2.28 | ||
Invesco Perpetual High Income Z Inc | 2.41B | 3.70 | 7.54 | 2.22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Standard Life Small Inst S Acc | 925.92M | 2.17 | 2.13 | - | ||
Baillie Gifford Global Disc B Acc | 518.96M | -35.19 | -1.21 | 13.05 | ||
GB0006059223 | 518.96M | -35.18 | -1.20 | 13.05 | ||
Goldman Sachs Global Small Cap Coro | 924.92M | 9.35 | 9.58 | 11.69 | ||
GB00BHSRZC82 | 710.06M | -7.66 | -23.20 | 6.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taylor Morrison Home Corp | - | 1.12 | - | - | |
Weatherford | IE00BLNN3691 | 1.05 | 122.27 | +2.88% | |
Sprouts Farmers Market Inc | - | 1.05 | - | - | |
Summit Materials Inc Class A | - | 1.02 | - | - | |
XPO Inc | - | 0.99 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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