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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1283 | 1148 | 1354 | 1423 | 2055 | 3983 |
Fund Return | 28.28% | 14.79% | 35.41% | 12.48% | 15.5% | 14.82% |
Place in category | 486 | 37 | 178 | 315 | 430 | 215 |
% in Category | 22 | 2 | 8 | 18 | 33 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Equity Fund U2 GBP Acc | 943.53M | 28.75 | 12.93 | 15.28 | ||
American Equity Fund A GBP Acc | 48.21M | 27.69 | 11.92 | 14.24 | ||
American Equity Fund R GBP Acc | 789.66M | 28.58 | 12.76 | 15.11 | ||
American Equity Fund U1 GBP Acc | 396.06M | 12.52 | 10.34 | 14.62 | ||
Balanced Portfolio A GBP Acc | 1.1B | 5.11 | -0.65 | 3.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Plus GBP Accumulation | 16.7B | 27.81 | 11.59 | 14.89 | ||
Institutional Plus GBP Income | 16.7B | 27.81 | 11.58 | 14.88 | ||
US Equity Index Acc | 16.7B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Inc | 16.7B | 7.37 | 13.11 | 14.79 | ||
HSBC American Index Fund Retail Inc | 16.45B | 27.01 | 12.40 | 15.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.31 | 139.63 | +3.66% | |
Apple | US0378331005 | 5.26 | 255.27 | +0.31% | |
Microsoft | US5949181045 | 4.40 | 435.25 | -0.31% | |
Alphabet A | US02079K3059 | 2.55 | 194.58 | +1.66% | |
Amazon.com | US0231351067 | 2.20 | 224.95 | +0.01% |
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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