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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1060 | 1087 | 1164 | 1495 | 2068 |
Fund Return | 2.03% | 5.97% | 8.73% | 5.18% | 8.38% | 7.54% |
Place in category | 466 | 537 | 327 | 194 | 29 | 37 |
% in Category | 36 | 43 | 27 | 20 | 5 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Managed II Inst Acc | 1.07B | 4.20 | -0.91 | 2.96 | ||
MyFolio Managed II Retail Platform | 1.07B | 3.71 | -0.57 | 2.94 | ||
MyFolio Market II Inst Acc | 1.03B | 5.45 | 0.77 | 4.06 | ||
MyFolio Market II Retail Platform 1 | 1.03B | 4.30 | 0.71 | 4.00 | ||
MyFolio Market IV Retail Platform 1 | 1.01B | 7.42 | 4.15 | 6.68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 12B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 80 Equity Fund A Inc | 12B | 2.96 | 6.53 | 8.34 | ||
Baillie Gifford Managed A Acc | 5.13B | 0.81 | -4.98 | 6.40 | ||
Baillie Gifford Managed A Inc | 5.13B | 0.82 | -4.98 | 6.40 | ||
Baillie Gifford Managed B Acc | 5.13B | 1.01 | -3.98 | 7.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ASC(Offshore) Sterling Fixed Intst Z Inc | JE00BYL6R922 | 4.97 | - | - | |
ASML Holding | NL0010273215 | 2.88 | 681.00 | -5.42% | |
Microsoft Corp | - | 2.80 | - | - | |
Alphabet Inc Class A | - | 2.71 | - | - | |
First Republic Bank | - | 2.36 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Sell | Buy | Strong Buy |
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