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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 969 | 1051 | 936 | 722 | 950 | 1518 |
Fund Return | -3.1% | 5.14% | -6.38% | -10.31% | -1.03% | 4.26% |
Place in category | 211 | 128 | 170 | 204 | 206 | 90 |
% in Category | 84 | 51 | 68 | 89 | 95 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Balanced Portfolio A GBP Acc | 1.34B | 1.19 | -1.64 | 3.54 | ||
Balanced Portfolio R GBP Acc | 1.34B | 1.36 | -1.08 | 4.12 | ||
American Equity Fund A GBP Acc | 48.29M | 6.85 | 12.91 | 14.28 | ||
American Equity Fund P GBP Acc | 8.56M | 9.61 | 10.73 | 15.17 | ||
American Equity Fund R GBP Acc | 779.82M | 9.71 | 11.00 | 15.47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00BBX46183 | 1.02B | -3.75 | -2.77 | - | ||
UK Smaller Companies Fund I Inc | 391.72M | 3.51 | -4.41 | 9.05 | ||
UK Smaller Companies Fund R Inc | 93.31M | -1.85 | -2.74 | 8.23 | ||
GB00B7FBH943 | 1.02B | 4.14 | -8.56 | 6.68 | ||
GB00BP855B75 | 687.13M | -2.07 | 11.25 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
OSB Group | GB00BLDRH360 | 4.09 | 466.00 | +0.39% | |
Gamma Communications PLC | GB00BQS10J50 | 3.84 | 1,468.45 | -0.24% | |
JTC | JE00BF4X3P53 | 3.64 | 885.00 | +1.14% | |
Vesuvius | GB00B82YXW83 | 3.61 | 485.00 | +1.46% | |
Morgan Sindall | GB0008085614 | 3.60 | 2,555.18 | +0.40% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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