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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1079 | 1044 | 1134 | 1009 | 1367 | 2055 |
Fund Return | 7.92% | 4.43% | 13.4% | 0.3% | 6.46% | 7.47% |
Place in category | 41 | 100 | 253 | 531 | 215 | 94 |
% in Category | 9 | 18 | 44 | 92 | 47 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Rathbone Global Opportunities Fund | 2.05B | 8.81 | 5.95 | 13.76 | ||
GB00BH0P2M97 | 1.96B | -22.75 | 7.86 | 13.54 | ||
Portfolio S-Class Accumulation | 2.74B | 1.49 | 2.59 | 5.85 | ||
Growth Portfolio S-Class Income | 386.25M | 1.50 | 2.59 | 5.87 | ||
Income Fund Institutional Acc | 280.65M | 5.22 | 6.46 | 5.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CCLA COIF Charities Investment Acc | 731.45M | 2.13 | 7.99 | 9.22 | ||
CCLA COIF Charities Investment Inc | 3.06B | 2.13 | 7.99 | 9.01 | ||
CCLA COIF Charities Ethical Investa | 486.13M | 1.81 | 5.45 | 8.88 | ||
CCLA COIF Charities Ethical Investm | 1.89B | 1.81 | 5.45 | 8.84 | ||
CCLA CBF Church of England Funds In | 2.02B | 1.36 | 5.48 | 9.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WisdomTree Physical Gold | JE00B1VS3770 | 6.04 | 217.64 | -1.06% | |
Shell | GB00BP6MXD84 | 2.86 | 32.87 | +0.03% | |
CC Japan Alpha JPY T Acc | IE00BFM6VK70 | 2.79 | - | - | |
United States Treasury Bills 0% | - | 2.75 | - | - | |
BP | GB0007980591 | 2.67 | 471.00 | +0.11% |
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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