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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1160 | 1054 | 1160 | 1221 | 1866 | 3580 |
Fund Return | 16.05% | 5.38% | 16.05% | 6.89% | 13.29% | 13.6% |
Place in category | 743 | 856 | 743 | 430 | 454 | 222 |
% in Category | 81 | 94 | 81 | 59 | 73 | 58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UK Equity Income Fund Institutional | 95.21M | -2.24 | 7.61 | 5.51 | ||
UK Equity Income Fund Retail Income | 146.85M | -2.33 | 7.02 | 4.93 | ||
UK Equity Income Fund Retail Accumu | 122.56M | 6.79 | 6.63 | 5.66 | ||
UK Equity Income Fund Z Accumulatio | 732.35M | 7.14 | 7.47 | 6.49 | ||
UK Equity Income Fund Z Income GBP | 701.12M | 7.14 | 7.47 | 6.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Edgewood L Select US Select Growthd | 4.13B | 13.00 | 7.21 | 17.32 | ||
Edgewood L Select US Select Growtig | 4.13B | 8.48 | 3.54 | 16.45 | ||
MS US Growth Fund IXg | 2.91B | -6.53 | -17.39 | 10.34 | ||
Baillie Gifford American Fund A Acc | 2.85B | 3.19 | -12.95 | 15.40 | ||
Baillie Gifford American Fund B Acc | 2.85B | 3.39 | -12.08 | 16.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CrowdStrike Holdings | US22788C1053 | 4.08 | 340.49 | -0.49% | |
Burlington Stores | US1220171060 | 3.87 | 233.90 | -0.68% | |
Microsoft | US5949181045 | 3.77 | 424.52 | +0.12% | |
Lam Research | US5128071082 | 3.31 | 962.19 | -0.98% | |
Nov | US62955J1034 | 2.85 | 17.40 | +0.46% |
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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