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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1013 | 1120 | 1138 | 1344 | 1824 |
Fund Return | 5.27% | 1.31% | 11.99% | 4.41% | 6.09% | 6.2% |
Place in category | 316 | 1141 | 331 | 186 | 197 | 137 |
% in Category | 27 | 88 | 29 | 20 | 27 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cavendish AIM Fund B | 40.24M | -3.29 | -7.44 | 8.35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio S-Class Accumulation | 2.75B | 1.49 | 2.59 | 5.85 | ||
Growth Portfolio S-Class Income | 385.93M | 1.50 | 2.59 | 5.87 | ||
Allianz RiskMaster Moderate Multi c | 6.93M | 4.51 | 1.89 | 4.84 | ||
Allianz RiskMaster Moderate Multi A | 3.47M | 4.54 | 1.94 | 4.95 | ||
Multi Asset Fund IV R3 GBP Acc | 1.08B | 6.35 | 5.33 | 7.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
EGERTON CAPITAL EU I GBP REP ACC | IE00B92N8L63 | 12.06 | - | - | |
ORBIS SICAV GLB EQ CORERRF 18 | LU1988892532 | 11.61 | - | - | |
Trojan Fund X Accumulation | GB00BZ6CNS31 | 11.01 | 1.356 | -0.25% | |
Fundsmith Equity I Inc | GB00B4MR8G82 | 8.91 | 6.50 | +0.25% | |
Wellington Durb Coms S GBP Inc UnH | IE00BSPPQ414 | 8.83 | - | - |
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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