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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1240 | 1103 | 1240 | 1363 | 1889 | 3423 |
Fund Return | 23.98% | 10.32% | 23.98% | 10.87% | 13.56% | 13.09% |
Place in category | 40 | 67 | 40 | 54 | 32 | 8 |
% in Category | 6 | 7 | 6 | 7 | 4 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Equity Fund A GBP Acc | 48.13M | 25.72 | 10.96 | 13.89 | ||
American Equity Fund P GBP Acc | 7.59M | 26.36 | 11.52 | 14.47 | ||
American Equity Fund R GBP Acc | 805.41M | 26.68 | 11.80 | 14.76 | ||
American Equity Fund U1 GBP Acc | 404.23M | 26.77 | 11.88 | 14.84 | ||
American Equity Fund U2 GBP Acc | 960.72M | 26.87 | 11.97 | 14.93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMegatrend Selection I dy GBP | 11.9B | 9.72 | 1.71 | 9.81 | ||
PIMegatrend Selection P dy GBP | 11.9B | 8.74 | 0.81 | 8.86 | ||
PI Security I dy GBP | 6.31B | 15.33 | 0.08 | 11.08 | ||
PI Security P dy GBP | 6.31B | 14.30 | -0.81 | 10.13 | ||
Place Worldwide Opportunities Acc | 3.63B | 10.04 | 1.46 | 8.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.14 | 128.20 | +2.70% | |
Apple | US0378331005 | 4.14 | 232.10 | -0.16% | |
Microsoft | US5949181045 | 3.53 | 414.95 | +0.40% | |
Amazon.com | US0231351067 | 1.84 | 237.40 | +0.52% | |
Alphabet A | US02079K3059 | 1.82 | 190.79 | -0.28% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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