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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1045 | 1029 | 1125 | 1121 | 1314 | 1841 |
Fund Return | 4.53% | 2.9% | 12.48% | 3.9% | 5.62% | 6.29% |
Place in category | 233 | 884 | 108 | 208 | 172 | 128 |
% in Category | 20 | 69 | 11 | 23 | 25 | 27 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cavendish AIM Fund B | 39.63M | -3.29 | -7.44 | 8.35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio S-Class Accumulation | 2.68B | 1.76 | 2.54 | 6.04 | ||
Growth Portfolio S-Class Income | 370.65M | 1.77 | 2.54 | 6.06 | ||
Allianz RiskMaster Moderate Multi A | 3.44M | 4.75 | 2.95 | 5.26 | ||
Allianz RiskMaster Moderate Multi c | 6.84M | 3.84 | 1.80 | 5.03 | ||
Multi Asset Fund IV R3 GBP Acc | 1.04B | 6.81 | 6.36 | 7.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
EGERTON CAPITAL EU I GBP REP ACC | IE00B92N8L63 | 12.06 | - | - | |
ORBIS SICAV GLB EQ CORERRF 18 | LU1988892532 | 11.61 | - | - | |
Trojan Fund X Accumulation | GB00BZ6CNS31 | 11.01 | 1.340 | 0% | |
Fundsmith Equity I Inc | GB00B4MR8G82 | 8.91 | 6.31 | -0.33% | |
Wellington Durb Coms S GBP Inc UnH | IE00BSPPQ414 | 8.83 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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