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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1119 | 1142 | 955 | 1548 | 2926 |
Fund Return | 5.3% | 11.91% | 14.2% | -1.53% | 9.13% | 11.34% |
Place in category | 2073 | 1254 | 2109 | 2006 | 1223 | 374 |
% in Category | 68 | 43 | 71 | 91 | 74 | 43 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Equity Growth Fund Class C GBP A | 258.84M | 3.79 | -11.64 | 17.22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00BF2T2J22 | 3.59B | 3.91 | 10.68 | - | ||
MFG Global Fund Class 2 GBP Accumul | 5.07M | 9.26 | 10.13 | 11.88 | ||
IE00BSXNJK40 | 1.02B | 6.74 | 9.93 | - | ||
Harding Loevner Global Eq Fund GBP | 330.88M | 3.87 | 1.23 | 11.74 | ||
IE00B5VMHR51 | 222.91M | 7.11 | 9.87 | 14.24 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.97 | 414.74 | +0.59% | |
Meta Platforms | US30303M1027 | 4.60 | 476.20 | +0.16% | |
Amazon.com | US0231351067 | 4.35 | 187.48 | -1.07% | |
Elevance Health | US0367521038 | 3.61 | 539.00 | +0.08% | |
Moody’s | US6153691059 | 3.06 | 400.37 | -0.29% |
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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