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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1098 | 1074 | 1301 | 1438 | 1510 | 2674 |
Fund Return | 9.84% | 7.39% | 30.08% | 12.87% | 8.59% | 10.33% |
Place in category | 84 | 82 | 34 | 31 | 69 | 31 |
% in Category | 34 | 41 | 18 | 19 | 48 | 23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Satrix World Equity Tracker Fund IG | 648.44M | 6.16 | 12.11 | 11.90 | ||
Sanlam Global Financial Class F GBP | 82.07M | 9.58 | 13.03 | 9.37 | ||
Sanlam Global Financial A GBP | 82.07M | 9.75 | 12.59 | 9.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Financial Services Fund W Ac | 50.41M | -4.57 | 11.62 | 11.66 | ||
Global Insurance Fund A GBP Inc | 2.33B | 11.20 | 13.54 | 13.32 | ||
Global Insurance Fund B GBP Acc | 2.33B | 11.20 | 13.54 | 13.32 | ||
Global Insurance Fund E GBP Inc | 2.33B | 11.38 | 14.11 | 13.89 | ||
Global Insurance Fund F GBP Acc | 2.33B | 11.38 | 14.11 | 13.89 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
U.S. Bancorp | US9029733048 | 5.62 | 41.85 | +0.75% | |
JPMorgan | US46625H1005 | 4.77 | 198.75 | +0.63% | |
Swedbank A | SE0000242455 | 4.68 | 219.80 | +0.18% | |
Legal & General | GB0005603997 | 3.82 | 248.33 | -0.11% | |
Lancashire | BMG5361W1047 | 3.73 | 627.00 | -1.72% |
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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