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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1055 | 1006 | 1281 | 850 | 1397 | 2326 |
Fund Return | 5.48% | 0.59% | 28.11% | -5.28% | 6.92% | 8.81% |
Place in category | 60 | 608 | 7 | 565 | 33 | 2 |
% in Category | 8 | 79 | 2 | 95 | 8 | 2 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thesis Lavaud Acc | 372.31M | 7.10 | 4.35 | 8.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investec Flexible A USD Income | 997.32M | 0.29 | -0.46 | 4.90 | ||
Henderson Diversified Growth Fund K | 328.9K | 1.01 | 0.52 | 3.46 | ||
Ashburton Global Strategy Fund A US | 81.1M | 3.03 | 1.53 | 4.20 | ||
Ashburton Global Strategy Fund D US | 81.1M | 3.58 | 2.17 | 4.76 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Netflix Inc | - | 7.35 | - | - | |
NVIDIA Corp | - | 7.12 | - | - | |
Visa Inc Class A | - | 6.21 | - | - | |
Microsoft Corp | - | 5.68 | - | - | |
Intuit Inc | - | 5.45 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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