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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1094 | 1094 | 1219 | 1430 | 1867 | 3598 |
Fund Return | 9.36% | 9.36% | 21.86% | 12.67% | 13.29% | 13.66% |
Place in category | 261 | 261 | 85 | 98 | 34 | 9 |
% in Category | 57 | 57 | 21 | 23 | 15 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Accumulating | 4.5B | 6.70 | 11.88 | 11.06 | ||
Global Stock Fund GBP Distributing | 4.5B | 6.70 | 11.51 | 10.91 | ||
US Stock Fund A GBP | 2.98B | 9.39 | 12.67 | 13.65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
R BP US Premium Equities IE | 5.2B | 9.66 | 12.93 | 12.65 | ||
US Stock Fund A GBP | 2.98B | 9.39 | 12.67 | 13.65 | ||
MFSM US Value Fund I1 GBP | 1.9B | 5.11 | 11.87 | 11.29 | ||
Fidelity American Special Situatiow | 560.91M | 8.56 | 12.93 | 12.39 | ||
Fidelity American Special Situation | 57.05M | 2.99 | 12.95 | 11.07 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 4.14 | 75.20 | -0.04% | |
Wells Fargo&Co | US9497461015 | 3.99 | 60.60 | -0.55% | |
Alphabet C | US02079K1079 | 3.88 | 161.10 | +0.74% | |
Occidental | US6745991058 | 3.24 | 67.33 | -0.09% | |
MetLife | US59156R1086 | 3.10 | 72.72 | +0.69% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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