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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1096 | 1058 | 1257 | 1358 | 1847 | 4107 |
Fund Return | 9.61% | 5.84% | 25.65% | 10.73% | 13.06% | 15.17% |
Place in category | 329 | 964 | 424 | 539 | 621 | 151 |
% in Category | 12 | 38 | 18 | 32 | 44 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Balanced Portfolio A GBP Acc | 1.34B | 1.19 | -1.64 | 3.54 | ||
Balanced Portfolio R GBP Acc | 1.34B | 1.36 | -1.08 | 4.12 | ||
American Equity Fund A GBP Acc | 51.11M | 6.85 | 12.91 | 14.28 | ||
American Equity Fund R GBP Acc | 790.15M | 9.71 | 11.00 | 15.47 | ||
American Equity Fund U1 GBP Acc | 384.54M | 7.00 | 13.82 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Equity Index Inc | 14.79B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Acc | 14.79B | 7.37 | 13.11 | 14.79 | ||
HSBC American Index Fund Income C | 14.23B | 9.05 | 11.82 | 15.56 | ||
HSBC American Index Fund Accumulati | 14.23B | 9.06 | 11.83 | 15.57 | ||
Plus GBP Accumulation | 14.79B | 1.20 | 11.44 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple Inc | - | 6.29 | - | - | |
Microsoft Corp | - | 4.68 | - | - | |
NVIDIA Corp | - | 3.62 | - | - | |
S&P500 Emini Jun 24 | - | 2.58 | - | - | |
Meta Platforms Inc Class A | - | 2.52 | - | - |
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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