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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 914 | 1057 | 915 | 1173 | 1288 | 2696 |
Fund Return | -8.56% | 5.65% | -8.45% | 5.47% | 5.2% | 10.43% |
Place in category | 59 | 28 | 82 | 45 | 41 | 35 |
% in Category | 37 | 9 | 50 | 26 | 22 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Technology Fund W Acc GBP | 1.32B | -7.54 | 26.79 | 21.89 | ||
Global Technology Fund A DIST GBP | 35.89M | -11.09 | 17.16 | 20.75 | ||
Global Multi Asset Income Fund I Ag | 16.94M | -3.17 | 3.21 | - | ||
EM Fund W Acc GBP | 25.83M | -12.56 | 9.04 | 7.51 | ||
European Dynamic Growth Fund W Acc | 21.05M | -12.20 | 9.63 | 11.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Financial Services Fund W Ac | 48.86M | -4.57 | 11.62 | 11.66 | ||
Global Insurance Fund E GBP Inc | 2.23B | 15.05 | 17.26 | 14.22 | ||
Global Insurance Fund F GBP Acc | 2.23B | 15.05 | 17.26 | 14.22 | ||
Global Insurance Fund I AcG | 2.23B | 15.05 | 17.21 | 14.15 | ||
Global Insurance Fund I DisG | 2.23B | 15.05 | 17.24 | 14.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 5.17 | 189.68 | -1.14% | |
Berkshire Hathaway B | US0846707026 | 4.80 | 398.92 | +0.09% | |
Bank of America | US0605051046 | 4.32 | 36.72 | -0.62% | |
Wells Fargo&Co | US9497461015 | 4.09 | 59.35 | -0.28% | |
Charles Schwab | US8085131055 | 3.60 | 74.59 | +0.03% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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