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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1037 | 1155 | 1024 | 1581 | 2359 |
Fund Return | 4.01% | 3.66% | 15.47% | 0.79% | 9.6% | 8.96% |
Place in category | 1495 | 1029 | 1457 | 1055 | 422 | 248 |
% in Category | 49 | 33 | 50 | 45 | 28 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funbg | 14.09B | 4.06 | 0.81 | 8.96 | ||
Capital Group New Perspective Funzg | 14.09B | 4.30 | 1.56 | 9.83 | ||
Capital Group New Perspective Fuzdg | 14.09B | 4.29 | 1.56 | 9.83 | ||
Capital Group New Perspective Fuzgg | 14.09B | 4.28 | 1.56 | 9.84 | ||
Capital Group New Perspective Fubdg | 14.09B | 4.00 | 0.79 | 8.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fundsmith Equity I Acc | 15.55B | 7.14 | 5.85 | 15.68 | ||
Fundsmith Equity I Inc | 4.67B | 7.14 | 5.85 | 15.68 | ||
Fundsmith Equity R Acc | 611.93M | 6.92 | 5.21 | 14.98 | ||
Fundsmith Equity R Inc | 17.84M | 6.92 | 5.21 | 14.97 | ||
Fundsmith Equity T Acc | 4.23B | 7.10 | 5.74 | 15.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.86 | - | - | |
Meta Platforms Inc Class A | - | 3.35 | - | - | |
Novo Nordisk B | DK0062498333 | 3.00 | 937.4 | +1.56% | |
Taiwan Semicon | TW0002330008 | 2.55 | 875.00 | +1.27% | |
Broadcom Inc | - | 2.43 | - | - |
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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