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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 1122 | 1040 | 1235 | 1584 | 3071 |
Fund Return | 3.25% | 12.16% | 4% | 7.28% | 9.63% | 11.87% |
Place in category | 164 | 137 | 144 | 88 | 87 | 20 |
% in Category | 73 | 61 | 79 | 54 | 64 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Balanced Portfolio A GBP Acc | 1.39B | 1.19 | -1.64 | 3.54 | ||
Balanced Portfolio R GBP Acc | 1.39B | 1.36 | -1.08 | 4.12 | ||
American Equity Fund A GBP Acc | 53.29M | 6.85 | 12.91 | 14.28 | ||
American Equity Fund P GBP Acc | 8.99M | 9.61 | 10.73 | 15.17 | ||
American Equity Fund R GBP Acc | 753.16M | 11.59 | 13.50 | 15.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schroder US Mid Cap Fund Z Acc | 888.96M | 7.73 | 7.21 | 12.22 | ||
Schroder US Mid Cap Fund Z Inc | 888.96M | 7.76 | 7.20 | 12.22 | ||
Schroder US Mid Cap Fund Acc | 888.96M | 2.92 | 6.70 | 10.83 | ||
Schroder US Mid Cap Fund Inc | 888.96M | 2.92 | 6.69 | 10.82 | ||
Schroder US Mid Cap Fund L GBP Accu | 888.96M | 3.04 | 7.56 | 11.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Masimo | US5747951003 | 2.58 | 115.24 | -0.79% | |
Kemper | US4884011002 | 2.17 | 61.02 | +0.30% | |
Liveramp | US53815P1084 | 2.11 | 32.23 | -0.71% | |
Lumentum Holdings Inc | US55024U1097 | 1.99 | 44.61 | +1.39% | |
Assurant | US04621X1081 | 1.90 | 177.33 | +0.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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