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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1089 | 1062 | 1250 | 1346 | 1751 | 3511 |
Fund Return | 8.89% | 6.18% | 24.98% | 10.42% | 11.85% | 13.38% |
Place in category | 65 | 241 | 37 | 55 | 55 | 11 |
% in Category | 8 | 21 | 4 | 6 | 7 | 2 |
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 I dy GBP | 5.81B | 4.29 | 1.67 | 11.87 | ||
PI Security P dy GBP | 5.81B | 3.98 | 0.76 | 10.93 | ||
Place Worldwide Opportunities Acc | 3.63B | 4.15 | 2.19 | 9.24 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple Inc | - | 4.37 | - | - | |
Microsoft Corp | - | 3.91 | - | - | |
NVIDIA Corp | - | 2.83 | - | - | |
S&P500 Emini Jun 24 | - | 2.37 | - | - | |
Amazon.com Inc | - | 1.88 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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