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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1070 | 1137 | 1240 | 1442 | 2342 |
Fund Return | 4.34% | 6.99% | 13.73% | 7.45% | 7.6% | 8.88% |
Place in category | 170 | 64 | 420 | 77 | 67 | 12 |
% in Category | 14 | 7 | 36 | 9 | 9 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thesis Juniper Acc | 343.33M | 4.87 | 8.70 | 8.84 | ||
Thesis Juniper Inc | 681.49M | 4.87 | 8.69 | 8.83 | ||
Climate Assets B GBP Accumulation | 356.78M | 4.22 | 2.32 | 6.26 | ||
Fund Climate Assets B GBP Income | 356.78M | 4.24 | 2.33 | 6.25 | ||
Climate Assets C GBP Accumulation | 356.78M | 4.25 | 2.55 | 6.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 13.57B | 14.64 | 5.85 | 8.51 | ||
LifeStrategy 80 Equity Fund A Inc | 13.57B | 14.64 | 5.85 | 8.50 | ||
Baillie Gifford Managed A Acc | 4.91B | 7.75 | -3.98 | 6.93 | ||
Baillie Gifford Managed A Inc | 4.91B | 7.80 | -3.99 | 6.92 | ||
Baillie Gifford Managed B Acc | 4.91B | 8.86 | -3.03 | 8.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Morgan Stanley Funds UK Global Brands Fund I Accum | GB0032482498 | 12.20 | 166.24 | -0.83% | |
iShares Core S&P 500 UCITS USD Dist | IE0031442068 | 8.05 | 4,708.0 | -0.13% | |
iShares $ Treasury Bond 1-3Yr UCITS Acc | IE00B3VWN179 | 7.00 | 119.78 | +0.06% | |
iShares Physical Gold | IE00B4ND3602 | 2.72 | 55.82 | -1.36% | |
Ninety One Global Environment I Inc | GB00BMXZ8896 | 2.20 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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