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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 998 | 1047 | 1025 | 996 | 1164 | 1526 |
Fund Return | -0.17% | 4.74% | 2.53% | -0.14% | 3.08% | 4.31% |
Place in category | 1104 | 542 | 1184 | 1089 | 493 | 149 |
% in Category | 75 | 39 | 85 | 84 | 50 | 26 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
7IM Sustainable Balance S GBP Inc | 826.01K | -0.17 | -0.14 | 4.31 | ||
7IM Sustainable Balance C Acc | 88.82M | 0.42 | -1.26 | 4.16 | ||
7IM Sustainable Balance C Inc | 26.42M | 0.42 | -1.27 | 4.16 | ||
7IM Unconstrained D Acc | 149.07K | 1.53 | 0.88 | 3.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.13B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.13B | 1.72 | 3.51 | 6.54 | ||
HS Portfolio Retail Accumulation | 4.82B | 3.38 | 2.65 | 5.61 | ||
Balanced Portfolio Retail Income | 4.82B | 3.38 | 2.64 | 5.61 | ||
Balanced Portfolio C Accumulation | 4.82B | 3.58 | 3.24 | 6.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
RobecoSAM Global SDG Credits IH GBP | LU1945299961 | 8.44 | - | - | |
Royal London Sustainable Leaders D Acc | GB00B7SGTR82 | 4.53 | - | - | |
Janus Henderson UK Responsible Inc G Acc | GB00BMX58Y51 | 4.53 | - | - | |
BlueBay Financial Cptl Bd K GBP (AIDiv) | LU1573129951 | 4.49 | - | - | |
Lyxor UCITS Iboxx GBP Gilts | LU1407892592 | 4.40 | 120.94 | -0.13% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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