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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1247 | 1087 | 1247 | 1319 | 2004 | 3710 |
Fund Return | 24.69% | 8.65% | 24.69% | 9.68% | 14.92% | 14.01% |
Place in category | 334 | 467 | 334 | 74 | 51 | 41 |
% in Category | 12 | 17 | 12 | 4 | 4 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Purisima Global Total Return B | 9.1B | 24.38 | 9.40 | 13.72 | ||
Purisima Global Total Return Int | 778.53K | 24.07 | 9.13 | 13.43 | ||
GB00BZ2K2M84 | 1.05B | 4.58 | -2.32 | - | ||
CF Prudential Dynamic Focused 20 5a | 339.37M | 2.06 | 2.99 | 4.60 | ||
CF Prudential Dynamic Focused 20 55 | 12.28M | 2.06 | 2.98 | 4.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity T Inc | 218.74M | 3.75 | 8.06 | 13.37 | ||
Fundsmith Equity I Acc | 12.71B | 3.88 | 8.17 | 13.49 | ||
Fundsmith Equity I Inc | 3.74B | 3.69 | 8.17 | 13.49 | ||
Fundsmith Equity R Acc | 549.22M | 3.78 | 7.52 | 12.80 | ||
Fundsmith Equity R Inc | 14.7M | 3.78 | 7.52 | 12.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.06 | 213.49 | +1.82% | |
NVIDIA | US67066G1040 | 5.93 | 121.67 | +5.27% | |
Microsoft | US5949181045 | 4.88 | 388.56 | +2.58% | |
Amazon.com | US0231351067 | 4.07 | 197.95 | +2.09% | |
Alphabet A | US02079K3059 | 3.62 | 165.49 | +1.68% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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