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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1082 | 1140 | 1283 | 1422 | 2048 | 3602 |
Fund Return | 8.24% | 14.04% | 28.27% | 12.46% | 15.41% | 13.67% |
Place in category | 833 | 646 | 307 | 102 | 83 | 78 |
% in Category | 28 | 22 | 12 | 7 | 7 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Purisima Global Total Return B | 8.7B | 8.19 | 12.18 | 13.38 | ||
Purisima Global Total Return Int | 794.75K | 8.15 | 11.90 | 13.10 | ||
GB00BZ2K2M84 | 1.26B | -19.71 | 12.92 | - | ||
CF Prudential Dynamic Focused 20 5a | 343.7M | -0.56 | 0.85 | 4.41 | ||
CF Prudential Dynamic Focused 20 55 | 18.06M | -0.56 | 0.83 | 4.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity I Acc | 15.64B | 7.14 | 5.85 | 15.68 | ||
Fundsmith Equity I Inc | 4.7B | 7.14 | 5.85 | 15.68 | ||
Fundsmith Equity R Acc | 614.28M | 6.92 | 5.21 | 14.98 | ||
Fundsmith Equity R Inc | 17.97M | 6.92 | 5.21 | 14.97 | ||
Fundsmith Equity T Acc | 4.25B | 7.10 | 5.74 | 15.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.24 | 423.08 | +1.75% | |
Apple | US0378331005 | 4.90 | 189.72 | +1.22% | |
NVIDIA | US67066G1040 | 4.77 | 946.30 | +3.58% | |
Amazon.com | US0231351067 | 3.59 | 185.99 | -0.58% | |
Alphabet A | US02079K3059 | 2.84 | 172.51 | +1.27% |
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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