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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1104 | 1027 | 1236 | 1451 | 2024 | 4250 |
Fund Return | 10.39% | 2.67% | 23.62% | 13.21% | 15.15% | 15.57% |
Place in category | 1112 | 1035 | 930 | 234 | 238 | 54 |
% in Category | 51 | 46 | 46 | 17 | 19 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 11.51B | 3.47 | -3.07 | 5.26 | ||
SRI Global Stock Fund Instl Pls GBA | 5.59B | 8.40 | 8.71 | - | ||
SRI Global Stock Fund Pound SterliA | 5.59B | 8.37 | 8.63 | 11.38 | ||
SRI Global Stock Fund Pound Sterlin | 5.59B | 8.37 | 8.63 | 11.38 | ||
US Opportunities Inv GBP | 1.3B | 5.32 | 7.78 | 15.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Equity Index Acc | 15.34B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Inc | 15.34B | 7.37 | 13.11 | 14.79 | ||
HSBC American Index Fund Accumulati | 15B | 10.26 | 12.97 | 15.34 | ||
HSBC American Index Fund Income C | 15B | 10.25 | 12.97 | 15.32 | ||
Institutional Plus GBP Income | 15.34B | 1.20 | 11.44 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.98 | 446.95 | -1.30% | |
Apple | US0378331005 | 5.88 | 210.61 | -1.63% | |
NVIDIA | US67066G1040 | 5.03 | 123.50 | -0.40% | |
Amazon.com | US0231351067 | 3.87 | 193.25 | -2.33% | |
Alphabet A | US02079K3059 | 2.28 | 182.15 | -1.76% |
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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