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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1114 | 1114 | 1297 | 1492 | 2181 | 4425 |
Fund Return | 11.44% | 11.44% | 29.69% | 14.27% | 16.87% | 16.04% |
Place in category | 933 | 933 | 365 | 341 | 49 | 28 |
% in Category | 38 | 38 | 15 | 21 | 3 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B88MP089 | 941.07M | 2.22 | 13.69 | 6.04 | ||
JPM Equity Income C Net Income | 705.18M | 7.22 | 10.06 | 10.08 | ||
GB00B8DB5B19 | 705.18M | 7.15 | 9.96 | 10.11 | ||
JPM US Small Cap Growth C Net Inc | 198.57M | 10.70 | -3.72 | 11.59 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Equity Index Acc | 14.6B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Inc | 14.6B | 7.37 | 13.11 | 14.79 | ||
HSBC American Index Fund Accumulati | 13.9B | 11.23 | 14.50 | 15.81 | ||
HSBC American Index Fund Income C | 13.9B | 11.22 | 14.49 | 15.80 | ||
Plus GBP Accumulation | 14.6B | 1.20 | 11.44 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.55 | 399.04 | -2.45% | |
NVIDIA | US67066G1040 | 5.29 | 826.32 | +3.71% | |
Amazon.com | US0231351067 | 5.26 | 173.67 | -1.65% | |
Apple | US0378331005 | 4.99 | 169.89 | +0.51% | |
Meta Platforms | US30303M1027 | 3.48 | 441.38 | -10.56% |
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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