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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1082 | 1140 | 1280 | 1412 | 2022 | 3511 |
Fund Return | 8.19% | 13.97% | 27.95% | 12.18% | 15.12% | 13.38% |
Place in category | 859 | 665 | 339 | 112 | 96 | 95 |
% in Category | 28 | 23 | 13 | 7 | 8 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Purisima Global Total Return A | 1.37B | 8.24 | 12.46 | 13.67 | ||
Purisima Global Total Return Int | 769.76K | 8.15 | 11.90 | 13.10 | ||
GB00BZ2K2M84 | 1.2B | -19.71 | 12.92 | - | ||
CF Prudential Dynamic Focused 20 5a | 335.34M | -0.56 | 0.85 | 4.41 | ||
CF Prudential Dynamic Focused 20 55 | 18.01M | -0.56 | 0.83 | 4.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity I Acc | 15.14B | 9.59 | 8.81 | 15.94 | ||
Fundsmith Equity I Inc | 4.56B | 9.59 | 8.81 | 15.93 | ||
Fundsmith Equity R Acc | 592.54M | 9.43 | 8.16 | 15.23 | ||
Fundsmith Equity R Inc | 18.12M | 9.43 | 8.16 | 15.22 | ||
Fundsmith Equity T Acc | 4.12B | 9.56 | 8.70 | 15.82 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.24 | 399.12 | -1.27% | |
Apple | US0378331005 | 4.90 | 165.00 | -1.22% | |
NVIDIA | US67066G1040 | 4.77 | 762.00 | -10.00% | |
Amazon.com | US0231351067 | 3.59 | 174.63 | -2.56% | |
Alphabet A | US02079K3059 | 2.84 | 154.09 | -1.23% |
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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