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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1086 | 1125 | 1240 | 1362 | 1797 | 3040 |
Fund Return | 8.64% | 12.45% | 23.96% | 10.85% | 12.44% | 11.76% |
Place in category | 243 | 585 | 184 | 1462 | 726 | 393 |
% in Category | 5 | 9 | 4 | 29 | 21 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Income Fund B Income | 47.49M | 4.38 | 9.60 | 10.74 | ||
Income Fund Sterling Accumulation | 5.89M | 4.22 | 8.88 | 10.04 | ||
Income Fund Exempt 2 Income | 11.96M | 4.42 | 9.77 | 10.94 | ||
Income Fund Institutional W Accumul | 738.92M | 4.42 | 9.76 | 10.94 | ||
Income Fund Institutional W Income | 1.03B | 4.42 | 9.77 | 10.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 21.63B | 4.79 | 6.71 | 9.96 | ||
MS Global Brands Fund AXg | 21.63B | 4.53 | 5.75 | 9.09 | ||
MS Global Brands Fund Zg | 21.63B | 4.78 | 6.70 | 9.96 | ||
Developed World Index Sub Fund GBP | 21.08B | 9.72 | 11.80 | 12.43 | ||
Developed World Index Sub Fund FleA | 21.08B | 9.76 | 11.97 | 12.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.73 | 406.32 | +1.82% | |
Apple | US0378331005 | 4.25 | 169.30 | -0.35% | |
Amazon.com | US0231351067 | 3.95 | 179.62 | +3.43% | |
NVIDIA | US67066G1040 | 3.77 | 877.35 | +6.18% | |
ILF GBP Liquidity 5 | IE00B182N611 | 3.17 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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