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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1096 | 1096 | 1332 | 1444 | 1528 | 2450 |
Fund Return | 9.58% | 9.58% | 33.23% | 13.03% | 8.85% | 9.37% |
Place in category | 128 | 128 | 37 | 46 | 101 | 52 |
% in Category | 60 | 60 | 15 | 30 | 65 | 36 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Satrix World Equity Tracker Fund IG | 637.23M | 6.16 | 12.11 | 11.90 | ||
Sanlam Global Financial C GBP | 80.85M | 9.77 | 13.90 | 10.23 | ||
Sanlam Global Financial A GBP | 80.85M | 9.71 | 13.62 | 9.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Financial Services Fund W Ac | 48.99M | -4.57 | 11.62 | 11.66 | ||
Global Insurance Fund A GBP Inc | 2.27B | 14.91 | 16.68 | 13.65 | ||
Global Insurance Fund B GBP Acc | 2.27B | 14.91 | 16.68 | 13.65 | ||
Global Insurance Fund E GBP Inc | 2.27B | 15.05 | 17.26 | 14.22 | ||
Global Insurance Fund F GBP Acc | 2.27B | 15.05 | 17.26 | 14.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
U.S. Bancorp | US9029733048 | 5.62 | 41.41 | +1.07% | |
JPMorgan | US46625H1005 | 4.77 | 190.53 | -0.59% | |
Swedbank A | SE0000242455 | 4.68 | 212.10 | +1.39% | |
Legal & General | GB0005603997 | 3.82 | 240.90 | +2.16% | |
Lancashire | BMG5361W1047 | 3.73 | 596.00 | -1.33% |
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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