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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1073 | 1073 | 1140 | 1196 | 1559 | 2928 |
Fund Return | 7.34% | 7.34% | 14.04% | 6.14% | 9.29% | 11.34% |
Place in category | 160 | 160 | 141 | 99 | 101 | 55 |
% in Category | 70 | 70 | 79 | 63 | 75 | 61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Balanced Portfolio A GBP Acc | 1.38B | 1.19 | -1.64 | 3.54 | ||
Balanced Portfolio R GBP Acc | 1.38B | 1.36 | -1.08 | 4.12 | ||
American Equity Fund A GBP Acc | 51.58M | 6.85 | 12.91 | 14.28 | ||
American Equity Fund P GBP Acc | 8.78M | 9.61 | 10.73 | 15.17 | ||
American Equity Fund R GBP Acc | 753.06M | 11.59 | 13.50 | 15.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schroder US Mid Cap Fund Z Acc | 887M | 7.73 | 7.21 | 12.22 | ||
Schroder US Mid Cap Fund Z Inc | 887M | 7.76 | 7.20 | 12.22 | ||
Schroder US Mid Cap Fund Acc | 887M | 2.92 | 6.70 | 10.83 | ||
Schroder US Mid Cap Fund Inc | 887M | 2.92 | 6.69 | 10.82 | ||
Schroder US Mid Cap Fund L GBP Accu | 887M | 3.04 | 7.56 | 11.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Masimo | US5747951003 | 2.58 | 124.90 | -1.38% | |
Kemper | US4884011002 | 2.17 | 60.46 | +1.61% | |
Liveramp | US53815P1084 | 2.11 | 32.77 | -2.41% | |
Lumentum Holdings Inc | US55024U1097 | 1.99 | 46.35 | -1.78% | |
Assurant | US04621X1081 | 1.90 | 172.17 | -0.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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