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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 1122 | 1040 | 1235 | 1584 | 3071 |
Fund Return | 3.25% | 12.16% | 4% | 7.28% | 9.63% | 11.87% |
Place in category | 164 | 137 | 144 | 88 | 87 | 20 |
% in Category | 73 | 61 | 79 | 54 | 64 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Balanced Portfolio A GBP Acc | 1.39B | 2.19 | -0.59 | 3.63 | ||
Balanced Portfolio R GBP Acc | 1.39B | 2.33 | -0.02 | 4.21 | ||
American Equity Fund A GBP Acc | 51.01M | 6.85 | 12.91 | 14.28 | ||
American Equity Fund P GBP Acc | 8.76M | 11.52 | 13.21 | 15.36 | ||
American Equity Fund R GBP Acc | 735.34M | 11.59 | 13.50 | 15.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schroder US Mid Cap Fund Z Acc | 874.88M | 7.73 | 7.21 | 12.22 | ||
Schroder US Mid Cap Fund Z Inc | 874.88M | 7.76 | 7.20 | 12.22 | ||
Schroder US Mid Cap Fund Acc | 874.88M | 2.92 | 6.70 | 10.83 | ||
Schroder US Mid Cap Fund Inc | 874.88M | 2.92 | 6.69 | 10.82 | ||
Schroder US Mid Cap Fund L GBP Accu | 874.88M | 3.04 | 7.56 | 11.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Masimo | US5747951003 | 2.58 | 136.14 | +0.67% | |
Kemper | US4884011002 | 2.17 | 57.42 | -2.20% | |
Liveramp | US53815P1084 | 2.11 | 32.66 | +2.11% | |
Lumentum Holdings Inc | US55024U1097 | 1.99 | 43.42 | +3.36% | |
Assurant | US04621X1081 | 1.90 | 172.88 | -0.44% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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