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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 969 | 1051 | 935 | 720 | 945 | - |
Fund Return | -3.12% | 5.12% | -6.47% | -10.38% | -1.12% | - |
Place in category | 214 | 131 | 174 | 205 | 208 | - |
% in Category | 84 | 52 | 69 | 90 | 95 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Balanced Portfolio A GBP Acc | 1.36B | 1.19 | -1.64 | 3.54 | ||
Balanced Portfolio R GBP Acc | 1.36B | 1.36 | -1.08 | 4.12 | ||
American Equity Fund R GBP Acc | 790.83M | 9.71 | 11.00 | 15.47 | ||
American Equity Fund U1 GBP Acc | 386.36M | 7.00 | 13.82 | - | ||
American Equity Fund U2 GBP Acc | 725.45M | 7.01 | 13.92 | 15.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00BBX46183 | 1.05B | -3.75 | -2.77 | - | ||
UK Smaller Companies Fund I Inc | 393.12M | 3.51 | -4.41 | 9.05 | ||
UK Smaller Companies Fund R Inc | 94.07M | -1.85 | -2.74 | 8.23 | ||
GB00B7FBH943 | 1.05B | 4.14 | -8.56 | 6.68 | ||
GB00BP855B75 | 685.37M | -2.07 | 11.25 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
OSB Group | GB00BLDRH360 | 4.09 | 474.20 | +1.28% | |
Gamma Communications PLC | GB00BQS10J50 | 3.84 | 1,496.00 | +2.05% | |
JTC | JE00BF4X3P53 | 3.64 | 930.00 | +1.53% | |
Vesuvius | GB00B82YXW83 | 3.61 | 493.00 | +2.71% | |
Morgan Sindall | GB0008085614 | 3.60 | 2,530.00 | +1.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | BUY |
Summary | Buy | Strong Buy | Buy |
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