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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1082 | 1140 | 1280 | 1412 | 2022 | 3511 |
Fund Return | 8.19% | 13.97% | 27.95% | 12.18% | 15.12% | 13.38% |
Place in category | 859 | 665 | 339 | 112 | 96 | 95 |
% in Category | 28 | 23 | 13 | 7 | 8 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Purisima Global Total Return Int | 794.4K | 8.15 | 11.90 | 13.10 | ||
Purisima Global Total Return A | 1.44B | 8.24 | 12.46 | 13.67 | ||
GB00BZ2K2M84 | 1.25B | -19.71 | 12.92 | - | ||
CF Prudential Dynamic Focused 20 5a | 343.7M | -0.56 | 0.85 | 4.41 | ||
CF Prudential Dynamic Focused 20 55 | 18.06M | -0.56 | 0.83 | 4.41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity I Acc | 15.46B | 7.14 | 5.85 | 15.68 | ||
Fundsmith Equity I Inc | 4.65B | 7.14 | 5.85 | 15.68 | ||
Fundsmith Equity R Acc | 606.13M | 6.92 | 5.21 | 14.98 | ||
Fundsmith Equity R Inc | 17.75M | 6.92 | 5.21 | 14.97 | ||
Fundsmith Equity T Acc | 4.2B | 7.10 | 5.74 | 15.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.24 | 414.74 | +0.59% | |
Apple | US0378331005 | 4.90 | 183.05 | -0.69% | |
NVIDIA | US67066G1040 | 4.77 | 898.78 | +1.27% | |
Amazon.com | US0231351067 | 3.59 | 187.48 | -1.07% | |
Alphabet A | US02079K3059 | 2.84 | 168.65 | -0.77% |
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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