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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1098 | 1098 | 1254 | 1413 | 1818 | 3340 |
Fund Return | 9.78% | 9.78% | 25.35% | 12.23% | 12.7% | 12.82% |
Place in category | 130 | 130 | 75 | 59 | 63 | 15 |
% in Category | 13 | 13 | 7 | 7 | 8 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
North American Equity Fund R GBP Ac | 297.58M | 6.76 | 13.39 | 14.52 | ||
North American Equity Fund S GBP Ac | 297.58M | 6.72 | 13.10 | 14.26 | ||
Pacific Equity Fund S GBP Acc | 124.01M | 5.89 | 1.05 | 8.18 | ||
UK Dynamic Equity Fund A GBP Inc | 95.34M | 0.68 | -9.65 | 3.94 | ||
UK Dynamic Equity Fund R GBP Inc | 95.34M | 0.76 | -9.20 | 4.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PIMegatrend Selection I dy GBP | 12.24B | 7.38 | 4.36 | 10.69 | ||
PIMegatrend Selection P dy GBP | 12.24B | 7.14 | 3.43 | 9.74 | ||
PI Security I dy GBP | 5.81B | 8.07 | 4.40 | 11.79 | ||
PI Security P dy GBP | 5.81B | 7.83 | 3.47 | 10.85 | ||
Place Worldwide Opportunities Acc | 3.63B | 6.96 | 5.03 | 9.51 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple Inc | - | 4.42 | - | - | |
Microsoft Corp | - | 3.89 | - | - | |
NVIDIA Corp | - | 2.87 | - | - | |
Amazon.com Inc | - | 1.87 | - | - | |
S&P500 Emini Jun 24 | - | 1.67 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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