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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1164 | 1113 | 1263 | 1217 | 1491 | 2749 |
Fund Return | 16.39% | 11.25% | 26.31% | 6.75% | 8.32% | 10.64% |
Place in category | 132 | 129 | 124 | 96 | 121 | 62 |
% in Category | 61 | 61 | 60 | 55 | 86 | 72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Equity Fund A GBP Acc | 51.96M | 25.72 | 10.96 | 13.89 | ||
American Equity Fund P GBP Acc | 7.71M | 26.36 | 11.52 | 14.47 | ||
American Equity Fund R GBP Acc | 822.91M | 26.68 | 11.80 | 14.76 | ||
American Equity Fund U1 GBP Acc | 415.65M | 26.77 | 11.88 | 14.84 | ||
American Equity Fund U2 GBP Acc | 975.24M | 26.87 | 11.97 | 14.93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Smid Equity Fund Class F GBP Acc | 1.48B | 12.86 | 6.52 | 11.16 | ||
US Smid Equity Fund Class F GBP Dis | 1.48B | 12.86 | 6.52 | 11.16 | ||
US Smid Equity Fund Class Z GBP Acc | 1.48B | 13.70 | 7.30 | 12.00 | ||
Schroder US Mid Cap Fund L GBP Inco | 933.63M | 12.66 | 5.46 | 10.95 | ||
Schroder US Mid Cap Fund Z Acc | 933.63M | 17.96 | 8.37 | 11.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Aramark Holdings | US03852U1060 | 2.79 | 39.63 | +0.79% | |
Kemper | US4884011002 | 2.29 | 68.09 | +1.78% | |
Assurant | US04621X1081 | 2.18 | 218.67 | +0.81% | |
Rentokil Initial ADR | US7601251041 | 2.03 | 25.09 | +1.25% | |
Lumentum Holdings Inc | US55024U1097 | 2.02 | 83.98 | +7.79% |
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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