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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1160 | 1054 | 1160 | 1221 | 1866 | 3580 |
Fund Return | 16.05% | 5.38% | 16.05% | 6.89% | 13.29% | 13.6% |
Place in category | 743 | 856 | 743 | 430 | 454 | 222 |
% in Category | 81 | 94 | 81 | 59 | 73 | 58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UK Equity Income Fund Institutional | 89.61M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 138.53M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Z Income GBP | 676.83M | 1.50 | 7.39 | 6.42 | ||
UK Equity Income Fund Retail Accumu | 116.27M | 1.30 | 6.55 | 5.58 | ||
UK Equity Income Fund Z Accumulatio | 729M | 1.50 | 7.38 | 6.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MS US Growth Fund IXg | 3.01B | 6.26 | -12.85 | 11.70 | ||
Edgewood L Select US Select Growthd | 3.95B | 13.00 | 7.21 | 17.32 | ||
Edgewood L Select US Select Growtig | 3.95B | 13.85 | 7.05 | 17.41 | ||
Baillie Gifford American Fund A Acc | 2.84B | 3.19 | -12.95 | 15.40 | ||
Baillie Gifford American Fund B Acc | 2.84B | 3.39 | -12.08 | 16.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CrowdStrike Holdings | US22788C1053 | 4.08 | 304.07 | +2.03% | |
Burlington Stores | US1220171060 | 3.87 | 184.19 | +3.17% | |
Microsoft | US5949181045 | 3.77 | 406.32 | +1.82% | |
Lam Research | US5128071082 | 3.31 | 925.37 | +2.65% | |
Nov | US62955J1034 | 2.85 | 18.87 | -0.42% |
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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