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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1015 | 1021 | 1032 | 1027 | 1097 | 1414 |
Fund Return | 1.53% | 2.06% | 3.23% | 0.88% | 1.87% | 3.52% |
Place in category | 321 | 362 | 345 | 188 | 263 | 82 |
% in Category | 66 | 63 | 74 | 49 | 68 | 44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
7IM Sustainable Balance S GBP Inc | 865.64K | -0.17 | -0.14 | 4.31 | ||
7IM Sustainable Balance S GBP Acc | 21.71M | -0.17 | -0.14 | 4.31 | ||
7IM Sustainable Balance C Acc | 92.07M | 0.42 | -1.26 | 4.16 | ||
7IM Sustainable Balance C Inc | 27.25M | 0.42 | -1.27 | 4.16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00BZ6CNS31 | 2.11B | -2.31 | 7.23 | - | ||
Troy Trojan O Acc | 995.81M | 0.08 | 4.21 | 5.18 | ||
Troy Trojan O Inc | 222.15M | 0.08 | 4.21 | 5.18 | ||
Troy Trojan S Acc | 72.84M | 0.13 | 4.48 | 5.45 | ||
Troy Trojan S Inc | 155.72M | 0.12 | 4.47 | 5.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fulcrum Equity Dispersion F GBP HSC Acc | LU2164654589 | 8.46 | - | - | |
United Kingdom of Great Britain and Northern Ireland 0.18294% | GB00BYY5F144 | 8.07 | - | - | |
MI TwentyFour AM Monument Bond L Inc Grs | GB00BDD9NH27 | 8.05 | - | - | |
BlueBay Financial Cptl Bd K GBP (AIDiv) | LU1573129951 | 7.59 | - | - | |
Xtrackers S&P 500 Equal Weight UCITS ETF 1C | IE00BLNMYC90 | 6.70 | 89.59 | +0.47% |
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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