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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 709 | 1009 | 735 | 1249 | 1523 | 2809 |
Fund Return | -29.09% | 0.87% | -26.48% | 7.7% | 8.78% | 10.88% |
Place in category | 1151 | 685 | 1111 | 226 | 90 | 66 |
% in Category | 96 | 44 | 93 | 21 | 12 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Neptune Income Fund C Inc GBP | 124.84M | 5.57 | 8.92 | 7.03 | ||
Neptune Income Fund C Acc GBP | 180.57M | 5.58 | 8.92 | 7.03 | ||
Neptune Income Fund B Inc GBP | 4.97M | -1.03 | 7.20 | 5.88 | ||
Neptune India Fund C Acc GBP | 92.23M | 8.85 | 17.88 | 13.26 | ||
Neptune Latin America Fund C Acc GB | 36.67M | -1.47 | 7.26 | 4.53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMegatrend Selection I dy GBP | 12.03B | 7.38 | 4.36 | 10.69 | ||
PIMegatrend Selection P dy GBP | 12.03B | 7.14 | 3.43 | 9.74 | ||
PI Security I dy GBP | 5.83B | 8.07 | 4.40 | 11.79 | ||
PI Security P dy GBP | 5.83B | 7.83 | 3.47 | 10.85 | ||
Place Worldwide Opportunities Acc | 3.63B | 6.96 | 5.03 | 9.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Liontrust Global Smaller Companies Fund C Acc GBP | GB00B29MXF68 | 7.54 | 2.593 | -0.06% | |
Alphabet A | US02079K3059 | 5.71 | 171.95 | +10.22% | |
Amazon.com | US0231351067 | 5.28 | 179.62 | +3.43% | |
Microsoft | US5949181045 | 4.78 | 406.32 | +1.82% | |
Arthur J Gallagher | US3635761097 | 4.61 | 234.11 | -1.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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