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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1062 | 1114 | 1206 | 1347 | 1768 | - |
Fund Return | 6.19% | 11.41% | 20.64% | 10.45% | 12.08% | - |
Place in category | 2173 | 1206 | 774 | 1675 | 860 | - |
% in Category | 29 | 17 | 13 | 34 | 24 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 11.29B | 4.58 | -2.86 | 5.80 | ||
SRI Global Stock Fund Pound SterliA | 5.1B | 5.41 | 7.04 | 11.38 | ||
SRI Global Stock Fund Pound Sterlin | 5.1B | 5.42 | 7.04 | 11.38 | ||
US Equity Index Common Contractual | 2.46B | 11.15 | 14.61 | 15.92 | ||
US Opportunities Inv GBP | 1.32B | 2.80 | 5.89 | 15.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 21.41B | -0.24 | 3.10 | 9.22 | ||
MS Global Brands Fund AXg | 21.41B | -0.58 | 2.17 | 8.35 | ||
MS Global Brands Fund Zg | 21.41B | -0.24 | 3.10 | 9.22 | ||
Developed World Index Sub Fund GBP | 22.14B | 6.62 | 9.20 | 12.14 | ||
Developed World Index Sub Fund FleA | 22.14B | 6.67 | 9.37 | 12.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.35 | 415.13 | +0.23% | |
Apple | US0378331005 | 4.63 | 192.25 | +0.54% | |
NVIDIA | US67066G1040 | 3.27 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 2.77 | 176.44 | -1.60% | |
Meta Platforms | US30303M1027 | 1.88 | 466.83 | +0.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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