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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1116 | 1009 | 1199 | 1212 | 1449 | 2215 |
Fund Return | 11.57% | 0.92% | 19.86% | 6.62% | 7.7% | 8.27% |
Place in category | 68 | 969 | 68 | 8 | 22 | 29 |
% in Category | 5 | 73 | 6 | 2 | 4 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SVS Cornelian Growth D Acc | 145.09M | 7.61 | 2.66 | 6.14 | ||
SVS Cornelian Growth D Inc | 145.09M | 7.85 | 2.87 | 6.21 | ||
The Pendennis GBP Inc | 64.97M | 11.59 | 6.41 | 8.21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 12.56B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 80 Equity Fund A Inc | 12.56B | 2.96 | 6.53 | 8.34 | ||
Baillie Gifford Managed A Acc | 5.03B | 0.81 | -4.98 | 6.40 | ||
Baillie Gifford Managed A Inc | 5.03B | 0.82 | -4.98 | 6.40 | ||
Baillie Gifford Managed B Acc | 5.03B | 1.01 | -3.98 | 7.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alma Eikoh Japan L-Cap Eq I GBP | LU1152097108 | 8.00 | - | - | |
Waverton Asia Pacific A GBP | IE00B0NLMR01 | 6.22 | 34.050 | -0.18% | |
Berkshire Hathaway B | US0846707026 | 5.14 | 465.43 | -0.06% | |
Microsoft | US5949181045 | 5.05 | 416.79 | +0.16% | |
Union Pacific | US9078181081 | 4.28 | 242.78 | -2.14% |
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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