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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 961 | 928 | 1164 | 713 | 1244 | - |
Fund Return | -3.86% | -7.2% | 16.4% | -10.67% | 4.46% | - |
Place in category | 744 | 829 | 632 | 539 | 346 | - |
% in Category | 96 | 96 | 80 | 95 | 85 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Montanaro UK Income Fund EUR Unhedg | 565M | 6.21 | -4.57 | 5.69 | ||
IE00B411W698 | 401.44M | 9.51 | -7.80 | 6.91 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Global SmallCap Index Fund | 4.3B | 9.81 | 3.44 | 9.17 | ||
IE00BFRTDD83 | 4.3B | 9.85 | 3.50 | 9.25 | ||
IE00B42W4L06 | 4.3B | 9.81 | 3.44 | 9.18 | ||
Mercer Global Small Cap Equity Fund | 1B | 11.25 | 4.52 | 10.50 | ||
IE00B5VK3156 | 862.82M | 10.00 | 2.97 | 9.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Water Works | US0304201033 | 3.62 | 138.79 | +0.65% | |
Veeva Systems A | US9224751084 | 3.38 | 214.54 | +1.86% | |
Halma | GB0004052071 | 2.99 | 2,706.4 | +2.32% | |
ANSYS | US03662Q1058 | 2.96 | 348.94 | +1.96% | |
Terna Energy | GRS496003005 | 2.83 | 19.79 | -0.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Sell |
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