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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1068 | 1068 | 1154 | 1203 | 1429 | 2045 |
Fund Return | 6.81% | 6.81% | 15.4% | 6.36% | 7.4% | 7.41% |
Place in category | 47 | 47 | 66 | 81 | 87 | 58 |
% in Category | 5 | 5 | 7 | 9 | 12 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
International Index Tracking Fund 2 | 832.01M | 7.47 | 8.99 | 12.25 | ||
UK Equity Income Fund 2 GBP Acc | 792.57M | 4.27 | 5.53 | 5.73 | ||
International Index Tracking Fund 1 | 832.01M | 5.49 | 11.09 | 11.73 | ||
UK Equity Income Fund 2 GBP Inc | 792.57M | 0.22 | 5.64 | 4.99 | ||
UK Equity Income Fund 1 GBP Inc | 792.57M | 0.19 | 5.44 | 4.80 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio S-Class Accumulation | 2.68B | 1.76 | 2.54 | 6.04 | ||
Growth Portfolio S-Class Income | 370.65M | 1.77 | 2.54 | 6.06 | ||
Allianz RiskMaster Moderate Multi A | 3.44M | 4.75 | 2.95 | 5.26 | ||
Allianz RiskMaster Moderate Multi c | 6.84M | 3.84 | 1.80 | 5.03 | ||
CF Canlife Portfolio V Fund C Acc | 140.86M | 0.80 | 4.31 | 5.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AI North Amer Eq Core FoF Acc | GB00BMTWF384 | 29.78 | - | - | |
Ai Maf Core Iv Class D | - | 9.48 | - | - | |
AI Europe Eq Ex UK Core FoF Acc | GB00BMTWF053 | 8.40 | - | - | |
Source S&P 500 UCITS | IE00B3YCGJ38 | 7.64 | 1,031.79 | +1.26% | |
Aviva Investors Stlg Lqudty 9 GBP Inc | IE00B3KMX180 | 7.21 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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