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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1062 | 1031 | 1148 | 1159 | 1562 | 2758 |
Fund Return | 6.19% | 3.06% | 14.76% | 5.04% | 9.32% | 10.68% |
Place in category | 246 | 364 | 143 | 170 | 29 | 10 |
% in Category | 44 | 57 | 24 | 33 | 7 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Trust Class C Inc | 3.19B | 6.73 | 7.21 | 11.75 | ||
World Trust Class C Acc | 3.19B | 6.72 | 7.21 | 11.75 | ||
World Trust Class D Acc | 3.19B | 3.15 | 6.30 | 11.24 | ||
Managed Growth Trust B Acc | 773.71M | -0.06 | -0.30 | 4.45 | ||
Managed Growth Trust Class C Acc | 773.71M | 2.64 | 0.60 | 5.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Trust Class C Acc | 3.19B | 6.72 | 7.21 | 11.75 | ||
World Trust Class C Inc | 3.19B | 6.73 | 7.21 | 11.75 | ||
World Trust Class D Acc | 3.19B | 3.15 | 6.30 | 11.24 | ||
CF New Grande Motte GBP | 23.51M | 6.96 | 8.33 | 8.27 | ||
CF PE Managed Inc | 14.55M | 3.27 | 3.75 | 5.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 3.90 | 175.01 | +0.43% | |
Microsoft | US5949181045 | 3.61 | 427.87 | +0.95% | |
Visa A | US92826C8394 | 3.38 | 275.04 | -1.30% | |
Thermo Fisher Scientific | US8835561023 | 3.11 | 581.48 | +0.07% | |
Schneider Electric | FR0000121972 | 3.09 | 225.90 | -0.94% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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