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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1097 | 1133 | 1267 | 1530 | 1996 | 4035 |
Fund Return | 9.67% | 13.29% | 26.7% | 15.24% | 14.83% | 14.97% |
Place in category | 183 | 380 | 285 | 305 | 531 | 167 |
% in Category | 9 | 16 | 15 | 19 | 40 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Large Cap Growth Equity Fund Q G | 2.59B | 10.34 | 11.22 | 17.19 | ||
US Blue Chip Equity Fund Q GBP | 747.11M | 10.73 | 9.47 | 16.13 | ||
TRowe Price Frontier MarketsEqQ GBP | 93.26M | 0.00 | 17.08 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan InVs US SelectEqC DistGBP | 7.84B | 8.90 | 11.05 | 15.67 | ||
Pictet USA Index R dy GBP | 2.62B | 7.57 | 10.61 | 14.42 | ||
Schroder US Large Cap A DistGBP | 3.86B | 0.26 | 17.75 | - | ||
US Flexible Equity Fund D4RF GBP | 5.25M | 10.18 | 12.66 | 14.69 | ||
LU0996178025 | 2.2B | 11.18 | 15.78 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.15 | 423.19 | +1.77% | |
NVIDIA | US67066G1040 | 5.22 | 947.11 | +3.67% | |
Amazon.com | US0231351067 | 4.63 | 184.63 | -1.30% | |
Apple | US0378331005 | 4.28 | 189.97 | +1.36% | |
Visa A | US92826C8394 | 2.80 | 281.04 | +1.19% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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