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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1090 | 1129 | 1242 | 1123 | 1953 | 4190 |
Fund Return | 9.01% | 12.86% | 24.23% | 3.94% | 14.33% | 15.41% |
Place in category | 667 | 949 | 731 | 1527 | 155 | 25 |
% in Category | 23 | 32 | 26 | 67 | 12 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
TRUS Smaller Companies Equity Fundg | 3.54B | 6.22 | 6.75 | 14.46 | ||
TREM Equity Fund Q GBP | 506.38M | -1.04 | -9.99 | 5.23 | ||
TRGlobal Growth Equity Fund I GBP | 536.45M | 10.08 | 1.27 | 13.36 | ||
TRGlobal Growth Equity Fund Q GBP | 536.45M | 8.03 | 2.08 | 13.00 | ||
TREuropean Smaller Companies Equitg | 54.09M | -2.43 | -7.27 | 6.58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity I Acc | 15.57B | 7.14 | 5.85 | 15.68 | ||
Fundsmith Equity I Inc | 4.68B | 7.14 | 5.85 | 15.68 | ||
Fundsmith Equity R Acc | 610.92M | 6.92 | 5.21 | 14.98 | ||
Fundsmith Equity R Inc | 17.87M | 6.92 | 5.21 | 14.97 | ||
Fundsmith Equity T Acc | 4.23B | 7.10 | 5.74 | 15.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 6.16 | 187.48 | -1.07% | |
Microsoft | US5949181045 | 5.29 | 414.74 | +0.59% | |
NVIDIA | US67066G1040 | 5.12 | 898.78 | +1.27% | |
Eli Lilly | US5324571083 | 4.36 | 760.26 | -1.46% | |
Charles Schwab | US8085131055 | 3.08 | 76.10 | +0.87% |
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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