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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 969 | 1051 | 936 | 722 | 950 | 1511 |
Fund Return | -3.1% | 5.14% | -6.38% | -10.3% | -1.02% | 4.21% |
Place in category | 210 | 129 | 171 | 203 | 205 | 93 |
% in Category | 84 | 51 | 69 | 89 | 95 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Balanced Portfolio A GBP Acc | 1.4B | 2.19 | -0.59 | 3.63 | ||
Balanced Portfolio R GBP Acc | 1.4B | 2.33 | -0.02 | 4.21 | ||
American Equity Fund A GBP Acc | 51.42M | 6.85 | 12.91 | 14.28 | ||
American Equity Fund P GBP Acc | 8.72M | 11.52 | 13.21 | 15.36 | ||
American Equity Fund R GBP Acc | 737.54M | 11.59 | 13.50 | 15.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00BBX46183 | 302.38M | -3.75 | -2.77 | - | ||
UK Smaller Companies Fund I Inc | 383.07M | 0.66 | -3.16 | 8.75 | ||
UK Smaller Companies Fund R Inc | 91.91M | -1.85 | -2.74 | 8.23 | ||
GB00B7FBH943 | 142.95M | 2.07 | -6.69 | 5.88 | ||
GB00BP855B75 | 632.67M | -2.07 | 11.25 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
OSB Group | GB00BLDRH360 | 4.09 | 404.20 | +2.54% | |
Gamma Communications PLC | GB00BQS10J50 | 3.84 | 1,309.26 | +0.71% | |
JTC PLC | JE00BF4X3P53 | 3.64 | 839.00 | +0.12% | |
Vesuvius | GB00B82YXW83 | 3.61 | 479.50 | +1.48% | |
Morgan Sindall | GB0008085614 | 3.60 | 2,265.00 | +0.44% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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