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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1098 | 1098 | 1342 | 1478 | 1587 | 2648 |
Fund Return | 9.77% | 9.77% | 34.22% | 13.9% | 9.67% | 10.23% |
Place in category | 115 | 115 | 27 | 32 | 82 | 37 |
% in Category | 54 | 54 | 13 | 23 | 55 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Satrix World Equity Tracker Fund IG | 633.12M | 6.16 | 12.11 | 11.90 | ||
Sanlam Global Financial A GBP | 80.26M | 9.71 | 13.62 | 9.72 | ||
Sanlam Global Financial Class F GBP | 80.26M | 9.58 | 13.03 | 9.37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Financial Services Fund W Ac | 48.85M | -4.57 | 11.62 | 11.66 | ||
Global Insurance Fund A GBP Inc | 2.22B | 14.91 | 16.68 | 13.65 | ||
Global Insurance Fund B GBP Acc | 2.22B | 14.91 | 16.68 | 13.65 | ||
Global Insurance Fund E GBP Inc | 2.22B | 15.05 | 17.26 | 14.22 | ||
Global Insurance Fund F GBP Acc | 2.22B | 15.05 | 17.26 | 14.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
U.S. Bancorp | US9029733048 | 5.62 | 41.11 | +0.29% | |
JPMorgan | US46625H1005 | 4.77 | 193.50 | +0.07% | |
Swedbank A | SE0000242455 | 4.68 | 209.50 | -0.24% | |
Legal & General | GB0005603997 | 3.82 | 234.40 | +0.69% | |
Lancashire | BMG5361W1047 | 3.73 | 586.00 | -0.51% |
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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