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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1090 | 1129 | 1242 | 1123 | 1953 | 4190 |
Fund Return | 9.01% | 12.86% | 24.23% | 3.94% | 14.33% | 15.41% |
Place in category | 667 | 949 | 731 | 1527 | 155 | 25 |
% in Category | 23 | 32 | 26 | 67 | 12 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TRUS Smaller Companies Equity Fundg | 3.41B | 6.22 | 6.75 | 14.46 | ||
TRGlobal Growth Equity Fund I GBP | 523.69M | 11.85 | 3.45 | 13.37 | ||
TREM Equity Fund Q GBP | 505.8M | -1.04 | -9.99 | 5.23 | ||
TRGlobal Growth Equity Fund Q GBP | 523.69M | 8.03 | 2.08 | 13.00 | ||
TREuropean Smaller Companies Equitg | 52.53M | -2.43 | -7.27 | 6.58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity T Inc | 268.8M | 9.56 | 8.70 | 15.82 | ||
Fundsmith Equity I Acc | 15.37B | 9.59 | 8.81 | 15.94 | ||
Fundsmith Equity I Inc | 4.62B | 9.59 | 8.81 | 15.93 | ||
Fundsmith Equity R Acc | 600.76M | 9.43 | 8.16 | 15.23 | ||
Fundsmith Equity R Inc | 18.37M | 9.43 | 8.16 | 15.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 6.16 | 180.22 | +0.33% | |
Microsoft | US5949181045 | 5.29 | 401.03 | -1.30% | |
NVIDIA | US67066G1040 | 5.12 | 872.30 | -0.58% | |
Eli Lilly | US5324571083 | 4.36 | 732.42 | -0.15% | |
Charles Schwab | US8085131055 | 3.08 | 74.84 | -0.19% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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