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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 1066 | 1104 | 1189 | 1460 | 2162 |
Fund Return | 1.9% | 6.6% | 10.39% | 5.93% | 7.87% | 8.01% |
Place in category | 503 | 330 | 183 | 113 | 45 | 24 |
% in Category | 39 | 26 | 16 | 11 | 7 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Climate Assets B GBP Accumulation | 410.7M | 1.55 | 1.56 | 6.90 | ||
Fund Climate Assets B GBP Income | 410.7M | 1.54 | 1.54 | 6.90 | ||
Climate Assets C GBP Accumulation | 410.7M | 1.63 | 1.79 | 7.13 | ||
Fund Climate Assets C GBP Income | 410.7M | 1.64 | 1.77 | 7.11 | ||
Thesis KES Growth Fund Acc | 30.95M | 3.82 | 5.71 | 6.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 11.83B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 80 Equity Fund A Inc | 11.83B | 2.96 | 6.53 | 8.34 | ||
Baillie Gifford Managed A Acc | 5.45B | 0.81 | -4.98 | 6.40 | ||
Baillie Gifford Managed A Inc | 5.45B | 0.82 | -4.98 | 6.40 | ||
Baillie Gifford Managed B Acc | 5.45B | 1.01 | -3.98 | 7.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares MSCI Emerging Markets UCITS Dist | IE00B0M63177 | 5.42 | 3,280.8 | -0.30% | |
Microsoft | US5949181045 | 3.59 | 446.22 | +0.74% | |
Apple | US0378331005 | 3.19 | 224.96 | +0.44% | |
Alphabet A | US02079K3059 | 2.66 | 183.00 | +0.73% | |
Amazon.com | US0231351067 | 2.13 | 188.75 | +3.40% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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