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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 1041 | 1151 | 1060 | - | - |
Fund Return | 4.08% | 4.08% | 15.15% | 1.96% | - | - |
Place in category | 427 | 427 | 142 | 384 | - | - |
% in Category | 33 | 33 | 10 | 36 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Multi Income mth USD | 4.38B | -0.10 | -0.53 | 3.39 | ||
JPMorgan Multi Income acc USD | 4.38B | -0.12 | -0.53 | 3.40 | ||
Schroder Balanced Investment Fund U | 8.38B | 0.56 | -3.30 | 4.07 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 1.95 | 416.56 | +0.69% | |
Amazon.com | US0231351067 | 1.57 | 187.07 | +0.27% | |
Alphabet A | US02079K3059 | 1.54 | 170.34 | +0.71% | |
Tesla | US88160R1014 | 1.37 | 177.55 | +3.29% | |
Apple | US0378331005 | 1.22 | 187.43 | +0.62% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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