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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1064 | 1109 | 1203 | 1410 | 1848 | 3314 |
Fund Return | 6.41% | 10.86% | 20.33% | 12.13% | 13.07% | 12.73% |
Place in category | 1815 | 2005 | 921 | 879 | 343 | 66 |
% in Category | 25 | 27 | 15 | 18 | 11 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.13B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.13B | 1.72 | 3.51 | 6.54 | ||
US Equity Index Acc | 14.77B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Inc | 14.77B | 7.37 | 13.11 | 14.79 | ||
FTSE Dev World ex UK Equity Index A | 15.24B | 6.40 | 12.13 | 12.73 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 21.66B | -0.24 | 3.10 | 9.22 | ||
MS Global Brands Fund AXg | 21.66B | -0.58 | 2.17 | 8.35 | ||
MS Global Brands Fund Zg | 21.66B | -0.24 | 3.10 | 9.22 | ||
Developed World Index Sub Fund Flex | 22.35B | 6.67 | 9.12 | 12.20 | ||
Developed World Index Sub Fund GBP | 22.35B | 6.62 | 9.20 | 12.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.95 | 423.36 | +1.75% | |
Apple | US0378331005 | 4.29 | 196.27 | +0.99% | |
NVIDIA | US67066G1040 | 3.03 | 1,216.88 | +4.51% | |
Amazon.com | US0231351067 | 2.56 | 181.13 | +1.00% | |
Meta Platforms | US30303M1027 | 1.74 | 488.72 | +2.46% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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