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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1089 | 1142 | 1201 | 1691 | 2902 |
Fund Return | 3.15% | 8.93% | 14.24% | 6.3% | 11.08% | 11.24% |
Place in category | 211 | 54 | 45 | 151 | 9 | 2 |
% in Category | 31 | 12 | 9 | 27 | 3 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Trust Class A Inc | 3.15B | 6.62 | 6.70 | 11.00 | ||
World Trust Class C Acc | 3.15B | 6.72 | 7.21 | 11.75 | ||
World Trust Class C Inc | 3.15B | 6.73 | 7.21 | 11.75 | ||
Managed Growth Trust B Acc | 782.9M | -0.06 | -0.30 | 4.45 | ||
Managed Growth Trust Class C Acc | 782.9M | 2.64 | 0.60 | 5.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Trust Class A Inc | 3.15B | 6.62 | 6.70 | 11.00 | ||
World Trust Class C Acc | 3.15B | 6.72 | 7.21 | 11.75 | ||
World Trust Class C Inc | 3.15B | 6.73 | 7.21 | 11.75 | ||
CF New Grande Motte GBP | 23.63M | 6.86 | 9.51 | 8.31 | ||
CF PE Managed Inc | 14.66M | 2.58 | 4.21 | 5.97 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.93 | 400.48 | +2.86% | |
Visa A | US92826C8394 | 3.62 | 269.86 | +0.47% | |
Alphabet A | US02079K3059 | 3.47 | 166.56 | +2.32% | |
Thermo Fisher Scientific | US8835561023 | 3.19 | 580.58 | +2.09% | |
Schneider Electric | FR0000121972 | 3.15 | 215.10 | -0.44% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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