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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1042 | 1032 | 1092 | 1152 | 1380 | 2127 |
Fund Return | 4.15% | 3.18% | 9.2% | 4.84% | 6.65% | 7.84% |
Place in category | 330 | 769 | 549 | 109 | 82 | 34 |
% in Category | 29 | 60 | 47 | 12 | 12 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B8GG4B61 | 352.84M | 4.12 | 1.42 | 3.39 | ||
Fund Institutional W Accumulatiow | 289.32M | 1.53 | 2.47 | 5.54 | ||
Return Fund Institutional W Income | 25.68M | 1.53 | 2.47 | 5.54 | ||
Fund Exempt 2 Accumulation | 2.25M | 3.25 | 2.80 | 5.64 | ||
Charities Sterling Accumulation | 97.77M | 3.98 | 4.35 | 7.32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 11.57B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 80 Equity Fund A Inc | 11.57B | 2.96 | 6.53 | 8.34 | ||
Baillie Gifford Managed A Acc | 5.7B | 0.81 | -4.98 | 6.40 | ||
Baillie Gifford Managed A Inc | 5.7B | 0.82 | -4.98 | 6.40 | ||
Baillie Gifford Managed B Acc | 5.7B | 1.01 | -3.98 | 7.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 4.98 | - | - | |
Alphabet Inc Class A | - | 4.04 | - | - | |
BlackRock ICS Sterling Liq Heritage Inc | IE00B3X1KB16 | 3.42 | - | - | |
Apple Inc | - | 2.52 | - | - | |
SAP | DE0007164600 | 2.31 | 181.950 | +1.47% |
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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