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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1079 | 1033 | 1173 | 1173 | 1627 | 2564 |
Fund Return | 7.94% | 3.29% | 17.27% | 5.46% | 10.23% | 9.87% |
Place in category | 3272 | 1706 | 3028 | 3262 | 1607 | 980 |
% in Category | 47 | 27 | 49 | 69 | 43 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FP WHEB Sustainability Fund A Acc | 5.63M | 3.92 | -0.59 | 7.89 | ||
FP WHEB Sustainability Fund C Acc | 241.42M | 4.21 | 0.07 | 8.60 | ||
FP WHEB Sustainability Fund C GBP I | 271.11M | 4.21 | 0.07 | 8.60 | ||
Assets Fund Class C Accumulation | 135.26M | 7.97 | 5.47 | 9.79 | ||
FP Verbatim Portfolio 5 Growth Fund | 58.82M | 3.31 | 1.67 | 4.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MS Global Brands Fund AXg | 21.59B | -0.03 | 2.26 | 8.14 | ||
MS Global Brands Fund Zg | 21.59B | 0.39 | 3.20 | 9.01 | ||
Investment Funds Global Brands Funz | 21.59B | 0.38 | 3.20 | 9.01 | ||
Developed World Index Sub Fund FleA | 22.66B | 9.61 | 10.66 | 12.32 | ||
Developed World Index Sub Fund Flex | 22.66B | 9.61 | 10.41 | 12.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.38 | 446.95 | -1.30% | |
Taiwan Semiconductor | US8740391003 | 1.82 | 173.81 | +1.27% | |
Meta Platforms | US30303M1027 | 1.71 | 503.89 | -3.02% | |
Apple | US0378331005 | 1.32 | 210.61 | -1.63% | |
Samsung Electronics Co | KR7005930003 | 1.05 | 81,500 | -0.12% |
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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