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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1118 | 1118 | 1259 | 1356 | 1796 | 3075 |
Fund Return | 11.85% | 11.85% | 25.9% | 10.69% | 12.42% | 11.89% |
Place in category | 514 | 514 | 345 | 1297 | 776 | 452 |
% in Category | 7 | 7 | 6 | 26 | 22 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Income Fund B Accumulation | 15.41M | 4.38 | 9.60 | 10.73 | ||
Income Fund B Income | 47.51M | 4.38 | 9.60 | 10.74 | ||
Income Fund Sterling Accumulation | 5.9M | 4.22 | 8.88 | 10.04 | ||
Income Fund Exempt 2 Income | 11.96M | 4.42 | 9.77 | 10.94 | ||
Income Fund Institutional W Accumul | 739.51M | 4.42 | 9.76 | 10.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 21.49B | 4.79 | 6.71 | 9.96 | ||
MS Global Brands Fund AXg | 21.49B | 4.53 | 5.75 | 9.09 | ||
MS Global Brands Fund Zg | 21.49B | 4.78 | 6.70 | 9.96 | ||
Developed World Index Sub Fund Flex | 21.09B | 9.76 | 11.72 | 12.50 | ||
Developed World Index Sub Fund GBP | 21.09B | 9.72 | 11.80 | 12.43 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.73 | 399.04 | -2.45% | |
Apple | US0378331005 | 4.25 | 169.89 | +0.51% | |
Amazon.com | US0231351067 | 3.95 | 173.67 | -1.65% | |
NVIDIA | US67066G1040 | 3.77 | 826.32 | +3.71% | |
ILF GBP Liquidity 5 | IE00B182N611 | 3.17 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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