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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1045 | 1045 | 1109 | 1174 | 1394 | 2057 |
Fund Return | 4.52% | 4.52% | 10.92% | 5.48% | 6.88% | 7.48% |
Place in category | 557 | 557 | 524 | 172 | 124 | 53 |
% in Category | 45 | 45 | 44 | 18 | 18 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B8GG4B61 | 353.83M | 4.12 | 1.42 | 3.39 | ||
Fund Institutional W Accumulatiow | 290.16M | 1.53 | 2.47 | 5.54 | ||
Return Fund Institutional W Income | 25.83M | 1.53 | 2.47 | 5.54 | ||
Fund Exempt 2 Accumulation | 2.25M | 3.25 | 2.80 | 5.64 | ||
Charities Sterling Accumulation | 107.62M | 4.51 | 5.48 | 7.48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 11.47B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 80 Equity Fund A Inc | 11.47B | 2.96 | 6.53 | 8.34 | ||
Baillie Gifford Managed A Acc | 5.7B | 0.81 | -4.98 | 6.40 | ||
Baillie Gifford Managed A Inc | 5.7B | 0.82 | -4.98 | 6.40 | ||
Baillie Gifford Managed B Acc | 5.7B | 1.01 | -3.98 | 7.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.28 | 414.74 | +0.59% | |
BlackRock ICS Sterling Liq Heritage Inc | IE00B3X1KB16 | 4.40 | - | - | |
Alphabet A | US02079K3059 | 3.73 | 168.65 | -0.77% | |
Apple | US0378331005 | 2.68 | 183.05 | -0.69% | |
Relx | GB00B2B0DG97 | 2.60 | 3,459.00 | +0.23% |
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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