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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1054 | 1113 | 1178 | 1404 | 1705 | 3115 |
Fund Return | 5.42% | 11.3% | 17.78% | 11.98% | 11.26% | 12.03% |
Place in category | 182 | 269 | 120 | 100 | 122 | 18 |
% in Category | 20 | 24 | 12 | 10 | 15 | 5 |
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 | 51.04M | 6.85 | 12.91 | 14.28 | ||
American Equity Fund P GBP Acc | 8.61M | 9.61 | 10.73 | 15.17 | ||
American Equity Fund R GBP Acc | 785.91M | 9.71 | 11.00 | 15.47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMegatrend Selection I dy GBP | 12.11B | 3.75 | 1.71 | 10.64 | ||
PIMegatrend Selection P dy GBP | 12.11B | 3.45 | 0.80 | 9.69 | ||
PI Security P dy GBP | 5.81B | 3.98 | 0.76 | 10.93 | ||
PI Security I dy GBP | 5.81B | 4.29 | 1.67 | 11.87 | ||
Place Worldwide Opportunities Acc | 3.63B | 4.15 | 2.19 | 9.24 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.85 | 192.25 | +0.54% | |
Microsoft | US5949181045 | 3.90 | 415.13 | +0.23% | |
NVIDIA | US67066G1040 | 3.13 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 1.87 | 176.44 | -1.60% | |
Meta Platforms | US30303M1027 | 1.81 | 466.83 | +0.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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