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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 1010 | 1091 | 1071 | 1419 | 2158 |
Fund Return | 5.07% | 1.01% | 9.1% | 2.31% | 7.25% | 7.99% |
Place in category | 1037 | 1244 | 944 | 585 | 21 | 37 |
% in Category | 83 | 95 | 76 | 54 | 4 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thesis Juniper Acc | 314.86M | 9.59 | 4.93 | 8.41 | ||
Thesis Juniper Inc | 633.14M | 9.60 | 4.93 | 8.41 | ||
Climate Assets C GBP Accumulation | 404.42M | 3.75 | 0.35 | 7.20 | ||
Fund Climate Assets C GBP Income | 404.42M | 3.74 | 0.33 | 7.17 | ||
Climate Assets B GBP Accumulation | 404.42M | 1.55 | 1.56 | 6.90 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 12B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 80 Equity Fund A Inc | 12B | 2.96 | 6.53 | 8.34 | ||
Baillie Gifford Managed B Inc | 5.13B | 0.99 | -4.01 | 7.57 | ||
Baillie Gifford Managed A Acc | 5.13B | 0.81 | -4.98 | 6.40 | ||
Baillie Gifford Managed A Inc | 5.13B | 0.82 | -4.98 | 6.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
LANSDOWNE ICAV-LA C ACC | IE000KKR77Y0 | 6.10 | - | - | |
Aikya Global Em Mkts UCITS S GBP UnH Acc | IE00BMCM3314 | 5.39 | - | - | |
American Express | US0258161092 | 5.16 | 244.06 | -3.09% | |
Berkshire Hathaway A | US0846701086 | 5.09 | 689,287 | -0.99% | |
Moody’s | US6153691059 | 3.93 | 475.44 | -1.74% |
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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