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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1067 | 1067 | 1180 | 1387 | 1729 | 2817 |
Fund Return | 6.7% | 6.7% | 17.97% | 11.51% | 11.58% | 10.91% |
Place in category | 382 | 382 | 167 | 76 | 42 | 21 |
% in Category | 57 | 57 | 30 | 11 | 10 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Accumulating | 4.5B | 6.70 | 11.88 | 11.06 | ||
US Stock Fund A GBP | 2.98B | 9.39 | 12.67 | 13.65 | ||
US Stock Fund GBP Inc | 2.98B | 9.36 | 12.67 | 13.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Accumulating | 4.5B | 6.70 | 11.88 | 11.06 | ||
Specialist Value UK Equity I Acc | 998.49M | -0.17 | 7.70 | 4.55 | ||
Specialist Value UK Equity X Acc | 998.49M | -0.08 | 8.46 | 5.32 | ||
SEI Global Master Fund plc The SESA | 811.25M | 1.15 | 12.40 | 9.93 | ||
Global Income Fund A GBP Inc | 545.64M | 1.85 | 7.86 | 9.29 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet C | US02079K1079 | 3.43 | 154.84 | -1.66% | |
Sanofi | FR0000120578 | 3.11 | 86.89 | +1.95% | |
GSK plc | GB00BN7SWP63 | 2.83 | 1,599.00 | +0.98% | |
Charles Schwab | US8085131055 | 2.65 | 73.47 | +0.74% | |
Comcast | US20030N1019 | 2.42 | 39.81 | +0.48% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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