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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1039 | 1030 | 699 | 913 | 1657 |
Fund Return | 2.63% | 3.9% | 2.96% | -11.25% | -1.81% | 5.18% |
Place in category | 202 | 158 | 175 | 191 | 208 | 101 |
% in Category | 76 | 54 | 70 | 84 | 96 | 69 |
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 A GBP Acc | 53.38M | 6.85 | 12.91 | 14.28 | ||
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 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00BBX46183 | 1.03B | -3.75 | -2.77 | - | ||
UK Smaller Companies Fund I Inc | 386.54M | 3.51 | -4.41 | 9.05 | ||
UK Smaller Companies Fund R Inc | 92.94M | -1.85 | -2.74 | 8.23 | ||
GB00B7FBH943 | 1.03B | 2.07 | -6.69 | 5.88 | ||
GB00BP855B75 | 672.46M | -2.07 | 11.25 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JTC PLC | JE00BF4X3P53 | 3.88 | 922.00 | -0.32% | |
Vesuvius | GB00B82YXW83 | 3.77 | 498.00 | +0.71% | |
Gamma Communications PLC | GB00BQS10J50 | 3.67 | 1,468.00 | -0.54% | |
Alpha FX | GB00BF1TM596 | 3.51 | 2,270.00 | +1.79% | |
OSB Group | GB00BLDRH360 | 3.42 | 464.00 | -0.73% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | BUY |
Summary | Buy | Strong Buy | Buy |
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