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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1083 | 1083 | 1173 | 1354 | 1725 | 3356 |
Fund Return | 8.3% | 8.3% | 17.34% | 10.62% | 11.52% | 12.87% |
Place in category | 1737 | 1737 | 1764 | 238 | 541 | 158 |
% in Category | 58 | 58 | 60 | 13 | 35 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Income Fund Institutional W Income | 1.03B | 4.42 | 9.77 | 10.94 | ||
Income Fund B Accumulation | 15.51M | 4.38 | 9.60 | 10.73 | ||
Income Fund B Income | 47.81M | 4.38 | 9.60 | 10.74 | ||
Income Fund Sterling Accumulation | 5.93M | 4.22 | 8.88 | 10.04 | ||
Income Fund Exempt 2 Income | 12.04M | 4.42 | 9.77 | 10.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity I Acc | 15.4B | 9.59 | 8.81 | 15.94 | ||
Fundsmith Equity I Inc | 4.64B | 9.59 | 8.81 | 15.93 | ||
Fundsmith Equity R Acc | 603.02M | 9.43 | 8.16 | 15.23 | ||
Fundsmith Equity R Inc | 18.44M | 9.43 | 8.16 | 15.22 | ||
Fundsmith Equity T Acc | 4.19B | 9.56 | 8.70 | 15.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 4.44 | 878.7 | -1.41% | |
Microsoft | US5949181045 | 3.83 | 406.92 | -0.16% | |
Taiwan Semiconductor | US8740391003 | 3.11 | 131.68 | -1.31% | |
Walt Disney | US2546871060 | 3.02 | 113.53 | -0.16% | |
Linde PLC | IE000S9YS762 | 3.01 | 413.600 | -0.72% |
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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