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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1104 | 1104 | 1266 | 1425 | 1837 | 3536 |
Fund Return | 10.41% | 10.41% | 26.62% | 12.54% | 12.93% | 13.46% |
Place in category | 94 | 94 | 50 | 45 | 54 | 8 |
% in Category | 10 | 10 | 5 | 6 | 7 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Balanced Portfolio A GBP Acc | 1.39B | 1.19 | -1.64 | 3.54 | ||
Balanced Portfolio R GBP Acc | 1.39B | 1.36 | -1.08 | 4.12 | ||
American Equity Fund A GBP Acc | 53.45M | 6.85 | 12.91 | 14.28 | ||
American Equity Fund P GBP Acc | 9.02M | 9.61 | 10.73 | 15.17 | ||
American Equity Fund R GBP Acc | 754.05M | 11.59 | 13.50 | 15.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMegatrend Selection I dy GBP | 12.36B | 3.75 | 1.71 | 10.64 | ||
PIMegatrend Selection P dy GBP | 12.36B | 3.45 | 0.80 | 9.69 | ||
PI Security I dy GBP | 5.99B | 4.29 | 1.67 | 11.87 | ||
PI Security P dy GBP | 5.99B | 3.98 | 0.76 | 10.93 | ||
Place Worldwide Opportunities Acc | 3.63B | 4.15 | 2.19 | 9.24 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.85 | 183.05 | -0.69% | |
Microsoft | US5949181045 | 3.90 | 414.74 | +0.59% | |
NVIDIA | US67066G1040 | 3.13 | 898.78 | +1.27% | |
Amazon.com | US0231351067 | 1.87 | 187.48 | -1.07% | |
Meta Platforms | US30303M1027 | 1.81 | 476.20 | +0.16% |
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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