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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1160 | 1054 | 1160 | 1219 | 1876 | 3612 |
Fund Return | 15.96% | 5.36% | 15.96% | 6.81% | 13.4% | 13.7% |
Place in category | 746 | 861 | 746 | 441 | 448 | 213 |
% in Category | 82 | 94 | 82 | 60 | 72 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UK Equity Income Fund Institutional | 94.89M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 146.35M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Retail Accumu | 122M | 1.44 | 5.44 | 5.34 | ||
UK Equity Income Fund Z Accumulatio | 757.88M | 1.71 | 6.26 | 6.17 | ||
UK Equity Income Fund Z Income GBP | 700.81M | 1.72 | 6.27 | 6.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Edgewood L Select US Select Growthd | 4.08B | 13.00 | 7.21 | 17.32 | ||
Edgewood L Select US Select Growtig | 4.08B | 8.15 | 2.61 | 16.90 | ||
MS US Growth Fund IXg | 2.93B | -2.39 | -17.27 | 11.46 | ||
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 | 351.47 | +2.66% | |
Burlington Stores | US1220171060 | 3.87 | 200.36 | +7.35% | |
Microsoft | US5949181045 | 3.77 | 430.16 | +0.74% | |
Lam Research | US5128071082 | 3.31 | 970.57 | +1.30% | |
Nov | US62955J1034 | 2.85 | 18.24 | -0.05% |
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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