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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 1017 | 1074 | 763 | 750 | 1273 |
Fund Return | 2.53% | 1.74% | 7.36% | -8.6% | -5.59% | 2.45% |
Place in category | 29 | 62 | 110 | 111 | 108 | 75 |
% in Category | 17 | 48 | 90 | 100 | 100 | 97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Equity Fund A GBP Acc | 51.94M | 4.54 | 15.62 | 14.08 | ||
American Equity Fund P GBP Acc | 7.66M | 4.58 | 16.21 | 14.66 | ||
American Equity Fund R GBP Acc | 813.35M | 4.60 | 16.50 | 14.95 | ||
American Equity Fund U1 GBP Acc | 407.69M | 26.77 | 11.88 | 14.84 | ||
American Equity Fund U2 GBP Acc | 978.15M | 26.87 | 11.97 | 14.93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
HSBC FTSE 250 Index Accumulation C | 1.31B | 1.45 | 1.61 | 5.07 | ||
GB0008528696 | 672.89M | 1.43 | 4.16 | 4.64 | ||
GB00B7BXT545 | 195.9M | -0.80 | -4.49 | 4.71 | ||
Castlefield CFP SDL UK Buff Ins Acc | 228.57M | 7.15 | -6.02 | - | ||
Castlefield CFP SDL UK Buffettology | 144.33M | 7.15 | -6.02 | 7.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bellway | GB0000904986 | 4.12 | 2,438.0 | -1.69% | |
Games Workshop | GB0003718474 | 3.93 | 14,570.0 | +0.62% | |
Telecom Plus | GB0008794710 | 3.29 | 1,692.00 | -0.12% | |
Babcock International | GB0009697037 | 3.27 | 616.00 | +0.90% | |
Jet2 | GB00B1722W11 | 3.11 | 1,547.00 | -0.19% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Buy |
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