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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 1021 | 1206 | 1282 | 1728 | 2939 |
Fund Return | 8.37% | 2.06% | 20.6% | 8.63% | 11.56% | 11.38% |
Place in category | 2641 | 3998 | 1522 | 1622 | 996 | 512 |
% in Category | 38 | 62 | 24 | 33 | 26 | 24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 11.49B | 3.47 | -3.07 | 5.26 | ||
SRI Global Stock Fund Instl Pls GBA | 5.17B | 6.19 | 10.45 | - | ||
SRI Global Stock Fund Pound Sterlin | 5.17B | 8.37 | 8.63 | 11.38 | ||
US Equity Index Common Contractual | 2.51B | 11.15 | 14.61 | 15.92 | ||
US Opportunities Inv GBP | 1.33B | 5.32 | 7.78 | 15.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 21.59B | -0.24 | 3.10 | 9.22 | ||
MS Global Brands Fund AXg | 21.59B | -0.58 | 2.17 | 8.35 | ||
MS Global Brands Fund Zg | 21.59B | -0.24 | 3.10 | 9.22 | ||
Developed World Index Sub Fund FleA | 22.53B | 8.76 | 10.37 | 12.24 | ||
Developed World Index Sub Fund Flex | 22.53B | 8.76 | 10.13 | 12.13 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.15 | 432.68 | +1.12% | |
Apple | US0378331005 | 4.42 | 207.12 | +7.25% | |
NVIDIA | US67066G1040 | 3.65 | 120.91 | -0.72% | |
Amazon.com | US0231351067 | 2.80 | 187.23 | +0.09% | |
Alphabet A | US02079K3059 | 1.71 | 176.62 | +0.92% |
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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