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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1054 | 1113 | 1178 | 1404 | 1705 | 3115 |
Fund Return | 5.42% | 11.3% | 17.78% | 11.98% | 11.26% | 12.03% |
Place in category | 182 | 269 | 120 | 100 | 122 | 18 |
% in Category | 20 | 24 | 12 | 10 | 15 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Balanced Portfolio A GBP Acc | 1.39B | 2.19 | -0.59 | 3.63 | ||
Balanced Portfolio R GBP Acc | 1.39B | 2.33 | -0.02 | 4.21 | ||
American Equity Fund A GBP Acc | 55.36M | 6.85 | 12.91 | 14.28 | ||
American Equity Fund P GBP Acc | 8.68M | 11.52 | 13.21 | 15.36 | ||
American Equity Fund R GBP Acc | 727.69M | 11.59 | 13.50 | 15.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMegatrend Selection I dy GBP | 12.06B | 7.38 | 4.36 | 10.69 | ||
PIMegatrend Selection P dy GBP | 12.06B | 7.14 | 3.43 | 9.74 | ||
PI Security I dy GBP | 5.82B | 8.07 | 4.40 | 11.79 | ||
PI Security P dy GBP | 5.82B | 7.83 | 3.47 | 10.85 | ||
Place Worldwide Opportunities Acc | 3.63B | 6.96 | 5.03 | 9.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.85 | 169.30 | -0.60% | |
Microsoft | US5949181045 | 3.90 | 395.12 | +1.49% | |
NVIDIA | US67066G1040 | 3.13 | 830.03 | -3.93% | |
Amazon.com | US0231351067 | 1.87 | 178.86 | +2.21% | |
Meta Platforms | US30303M1027 | 1.81 | 439.10 | +2.08% |
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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