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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1054 | 1043 | 1190 | 1227 | 1635 | 2939 |
Fund Return | 5.42% | 4.34% | 19.05% | 7.04% | 10.34% | 11.38% |
Place in category | 3801 | 3987 | 1479 | 2013 | 1141 | 541 |
% in Category | 55 | 59 | 23 | 41 | 30 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 11.99B | 4.58 | -2.86 | 5.80 | ||
SRI Global Stock Fund Instl Pls GBA | 5.05B | 6.19 | 10.45 | - | ||
SRI Global Stock Fund Pound SterliA | 5.05B | 5.41 | 7.04 | 11.38 | ||
US Equity Index Common Contractual | 2.47B | 11.15 | 14.61 | 15.92 | ||
US Opportunities Inv GBP | 1.34B | 2.80 | 5.89 | 15.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 22.33B | -0.24 | 3.10 | 9.22 | ||
MS Global Brands Fund AXg | 22.33B | -0.58 | 2.17 | 8.35 | ||
MS Global Brands Fund Zg | 22.33B | -0.24 | 3.10 | 9.22 | ||
Developed World Index Sub Fund FleA | 22.16B | 9.76 | 11.97 | 12.61 | ||
Developed World Index Sub Fund Flex | 22.16B | 6.67 | 9.12 | 12.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.31 | - | - | |
Apple Inc | - | 4.25 | - | - | |
NVIDIA Corp | - | 3.64 | - | - | |
Amazon.com Inc | - | 2.76 | - | - | |
Meta Platforms Inc Class A | - | 1.82 | - | - |
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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