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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1112 | 1112 | 1282 | 1505 | 2059 | 4381 |
Fund Return | 11.15% | 11.15% | 28.24% | 14.61% | 15.54% | 15.92% |
Place in category | 1246 | 1246 | 571 | 242 | 237 | 40 |
% in Category | 53 | 53 | 25 | 15 | 18 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 11.15B | 2.98 | -2.55 | 5.53 | ||
SRI Global Stock Fund Pound SterliA | 4.82B | 9.31 | 9.93 | 11.75 | ||
SRI Global Stock Fund Pound Sterlin | 4.82B | 9.31 | 9.93 | 11.75 | ||
SRI Global Stock Fund Instl Pls GBA | 4.82B | 6.19 | 10.45 | - | ||
US Opportunities Inv GBP | 1.27B | 6.82 | 8.09 | 14.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Equity Index Acc | 14.41B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Inc | 14.41B | 7.37 | 13.11 | 14.79 | ||
HSBC American Index Fund Accumulati | 13.92B | 11.23 | 14.50 | 15.81 | ||
HSBC American Index Fund Income C | 13.92B | 11.22 | 14.49 | 15.80 | ||
Plus GBP Accumulation | 14.41B | 1.20 | 11.44 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.10 | 404.33 | -1.82% | |
Apple | US0378331005 | 6.19 | 167.04 | -0.57% | |
NVIDIA | US67066G1040 | 4.57 | 846.71 | +0.76% | |
Amazon.com | US0231351067 | 3.68 | 179.17 | -1.16% | |
Meta Platforms | US30303M1027 | 2.53 | 501.80 | +1.54% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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