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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1112 | 1112 | 1282 | 1505 | 2059 | 4381 |
Fund Return | 11.15% | 11.15% | 28.24% | 14.61% | 15.54% | 15.92% |
Place in category | 1246 | 1246 | 571 | 242 | 237 | 40 |
% in Category | 53 | 53 | 25 | 15 | 18 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 11.9B | 4.58 | -2.86 | 5.80 | ||
SRI Global Stock Fund Instl Pls GBA | 5.09B | 6.19 | 10.45 | - | ||
SRI Global Stock Fund Pound SterliA | 5.09B | 5.41 | 7.04 | 11.38 | ||
SRI Global Stock Fund Pound Sterlin | 5.09B | 5.42 | 7.04 | 11.38 | ||
US Opportunities Inv GBP | 1.34B | 2.80 | 5.89 | 15.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Equity Index Acc | 14.87B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Inc | 14.87B | 7.37 | 13.11 | 14.79 | ||
HSBC American Index Fund Accumulati | 14.22B | 11.23 | 14.50 | 15.81 | ||
HSBC American Index Fund Income C | 14.22B | 11.22 | 14.49 | 15.80 | ||
Plus GBP Accumulation | 14.87B | 1.20 | 11.44 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.10 | - | - | |
Apple Inc | - | 5.66 | - | - | |
NVIDIA Corp | - | 5.05 | - | - | |
Amazon.com Inc | - | 3.73 | - | - | |
Meta Platforms Inc Class A | - | 2.46 | - | - |
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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