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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1078 | 1140 | 1084 | 1645 | 3070 |
Fund Return | 7.85% | 7.85% | 14.01% | 2.74% | 10.47% | 11.87% |
Place in category | 1930 | 1930 | 2253 | 1764 | 854 | 340 |
% in Category | 64 | 64 | 77 | 79 | 51 | 37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 8.66M | 9.58 | 11.82 | 12.46 | ||
Fidelity Index World Fund P Accumul | 6.38B | 5.64 | 12.06 | 12.29 | ||
Fidelity Index US Fund Class A Acc | 3.69M | 11.14 | 14.28 | 15.54 | ||
Fidelity Index US Fund P Accumulati | 3.72B | 6.95 | 14.84 | 15.45 | ||
Fidelity European Fund W Income | 113.57M | 6.60 | 11.91 | 10.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity I Acc | 15.64B | 7.14 | 5.85 | 15.68 | ||
Fundsmith Equity I Inc | 4.7B | 7.14 | 5.85 | 15.68 | ||
Fundsmith Equity R Acc | 614.28M | 6.92 | 5.21 | 14.98 | ||
Fundsmith Equity R Inc | 17.97M | 6.92 | 5.21 | 14.97 | ||
Fundsmith Equity T Acc | 4.25B | 7.10 | 5.74 | 15.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.97 | 421.57 | +1.39% | |
Taiwan Semicon | TW0002330008 | 3.70 | 825.00 | +2.87% | |
Boston Scientific | US1011371077 | 3.49 | 74.31 | +1.11% | |
SSE | GB0007908733 | 3.34 | 1,862.00 | +1.53% | |
UnitedHealth | US91324P1021 | 3.33 | 516.75 | +0.56% |
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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