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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1058 | 1020 | 1116 | 1343 | 1842 | 2663 |
Fund Return | 5.77% | 2.02% | 11.64% | 10.33% | 12.99% | 10.29% |
Place in category | 265 | 362 | 425 | 153 | 87 | 29 |
% in Category | 32 | 51 | 56 | 27 | 16 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Accumulating | 4.9B | 6.85 | 10.70 | 10.40 | ||
US Stock Fund GBP Inc | 3.35B | 4.30 | 11.23 | 13.02 | ||
US Stock Fund A GBP | 3.32B | 6.09 | 11.86 | 13.21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Accumulating | 4.9B | 6.85 | 10.70 | 10.40 | ||
Specialist Value UK Equity I Acc | 931.36M | 7.52 | 6.00 | 5.77 | ||
Specialist Value UK Equity X Acc | 931.36M | 8.20 | 6.71 | 6.55 | ||
Global Income Fund A GBP Inc | 667.15M | 5.39 | 5.30 | 8.46 | ||
Global Income Fund U2 GBP Acc | 667.15M | 5.47 | 6.39 | 9.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 3.20 | 77.11 | +4.90% | |
Alphabet C | US02079K1079 | 2.94 | 167.62 | +1.75% | |
Sanofi | FR0000120578 | 2.72 | 106.22 | 0.00% | |
Charter Communications | US16119P1084 | 2.62 | 351.50 | +1.77% | |
GSK plc | GB00BN7SWP63 | 2.54 | 1,511.00 | +0.80% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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