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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1082 | 1009 | 1208 | 1055 | 1485 | 2689 |
Fund Return | 8.19% | 0.86% | 20.77% | 1.8% | 8.22% | 10.4% |
Place in category | 432 | 439 | 164 | 402 | 69 | 13 |
% in Category | 69 | 69 | 29 | 70 | 14 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Trust Class C Acc | 3.33B | 7.99 | 2.94 | 11.23 | ||
World Trust Class C Inc | 3.33B | 8.00 | 2.96 | 11.22 | ||
World Trust Class D Acc | 3.33B | 3.15 | 6.30 | 11.24 | ||
Managed Growth Trust B Acc | 746.86M | -0.06 | -0.30 | 4.45 | ||
Managed Growth Trust Class C Acc | 746.86M | 4.80 | -0.37 | 4.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Trust Class C Acc | 3.33B | 7.99 | 2.94 | 11.23 | ||
World Trust Class C Inc | 3.33B | 8.00 | 2.96 | 11.22 | ||
World Trust Class D Acc | 3.33B | 3.15 | 6.30 | 11.24 | ||
CF New Grande Motte GBP | 22.32M | 9.69 | 6.66 | 8.00 | ||
CF PE Managed Inc | 14.65M | 3.93 | 2.06 | 5.89 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.42 | 164.23 | +0.18% | |
Microsoft | US5949181045 | 3.41 | 417.00 | +1.00% | |
Alphabet A | US02079K3059 | 3.36 | 164.76 | -1.71% | |
ASML Holding | NL0010273215 | 3.00 | 642.10 | +1.68% | |
Amazon.com | US0231351067 | 2.86 | 197.12 | -0.64% |
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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