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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1098 | 1073 | 1298 | 1427 | 1491 | 2555 |
Fund Return | 9.75% | 7.33% | 29.75% | 12.59% | 8.32% | 9.83% |
Place in category | 87 | 86 | 38 | 35 | 74 | 41 |
% in Category | 35 | 42 | 19 | 23 | 51 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Satrix World Equity Tracker Fund IG | 648.44M | 6.16 | 12.11 | 11.90 | ||
Sanlam Global Financial Class F GBP | 82.07M | 9.58 | 13.03 | 9.37 | ||
Sanlam Global Financial C GBP | 82.07M | 9.84 | 12.87 | 10.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Financial Services Fund W Ac | 50.41M | -4.57 | 11.62 | 11.66 | ||
Global Insurance Fund R AcG | 2.33B | 11.20 | 13.54 | 13.28 | ||
Global Insurance Fund R DisG | 2.33B | 11.20 | 13.54 | 13.29 | ||
Global Insurance Fund A GBP Inc | 2.33B | 11.20 | 13.54 | 13.32 | ||
Global Insurance Fund B GBP Acc | 2.33B | 11.20 | 13.54 | 13.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
U.S. Bancorp | US9029733048 | 5.62 | 41.85 | +0.75% | |
JPMorgan | US46625H1005 | 4.77 | 198.75 | +0.63% | |
Swedbank A | SE0000242455 | 4.68 | 219.30 | +3.10% | |
Legal & General | GB0005603997 | 3.82 | 248.60 | -0.12% | |
Lancashire | BMG5361W1047 | 3.73 | 638.00 | +2.24% |
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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