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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 996 | 1072 | 1041 | 1061 | 1409 | 2392 |
Fund Return | -0.38% | 7.23% | 4.09% | 2.01% | 7.09% | 9.11% |
Place in category | 3054 | 2934 | 2799 | 1763 | 1405 | 604 |
% in Category | 99 | 95 | 96 | 79 | 88 | 75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SI Fund Class A Accumulation GBP | 6.43B | 2.18 | 1.20 | 8.35 | ||
SIFund Class B Accumulation GBP | 6.43B | 2.85 | 1.86 | 9.08 | ||
Leaders Fund Class A Income GBP | 6.43B | 0.81 | 2.31 | 8.59 | ||
Leaders Fund Class B Income GBP | 6.43B | 0.94 | 3.04 | 9.39 | ||
Class A Accumulation GBP | 1.34B | -2.57 | 5.38 | 7.53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity I Acc | 15.64B | 7.18 | 8.77 | 15.82 | ||
Fundsmith Equity I Inc | 4.72B | 7.18 | 8.77 | 15.82 | ||
Fundsmith Equity R Acc | 610.27M | 7.07 | 8.12 | 15.11 | ||
Fundsmith Equity R Inc | 18.96M | 7.07 | 8.11 | 15.11 | ||
Fundsmith Equity T Acc | 4.24B | 7.16 | 8.66 | 15.70 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fortinet | US34959E1091 | 5.19 | 68.31 | +1.55% | |
Halma | GB0004052071 | 4.54 | 2,368.0 | +1.37% | |
Infineon | DE0006231004 | 4.04 | 31.515 | +0.13% | |
Watsco | US9426222009 | 3.70 | 431.70 | -0.59% | |
Roche Holding | CH0012032113 | 3.63 | 243.00 | +1.25% |
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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