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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1115 | 1188 | 1440 | 1777 | - |
Fund Return | 5.57% | 11.53% | 18.76% | 12.92% | 12.19% | - |
Place in category | 170 | 250 | 96 | 62 | 61 | - |
% in Category | 19 | 22 | 11 | 7 | 9 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Balanced Portfolio A GBP Acc | 1.38B | 1.19 | -1.64 | 3.54 | ||
Balanced Portfolio R GBP Acc | 1.38B | 1.36 | -1.08 | 4.12 | ||
American Equity Fund P GBP Acc | 8.81M | 9.61 | 10.73 | 15.17 | ||
American Equity Fund R GBP Acc | 756.21M | 11.59 | 13.50 | 15.66 | ||
American Equity Fund U1 GBP Acc | 392.26M | 7.00 | 13.82 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMegatrend Selection I dy GBP | 12.46B | 3.75 | 1.71 | 10.64 | ||
PIMegatrend Selection P dy GBP | 12.46B | 3.45 | 0.80 | 9.69 | ||
PI Security I dy GBP | 6.02B | 4.29 | 1.67 | 11.87 | ||
PI Security P dy GBP | 6.02B | 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 | 189.87 | +0.02% | |
Microsoft | US5949181045 | 3.90 | 420.21 | -0.19% | |
NVIDIA | US67066G1040 | 3.13 | 924.79 | -1.99% | |
Amazon.com | US0231351067 | 1.87 | 184.70 | +0.58% | |
Meta Platforms | US30303M1027 | 1.81 | 471.91 | -0.28% |
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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