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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1098 | 1065 | 1098 | 1056 | 1265 | 1776 |
Fund Return | 9.84% | 6.52% | 9.84% | 1.82% | 4.82% | 5.91% |
Place in category | 203 | 362 | 203 | 502 | 212 | 22 |
% in Category | 18 | 27 | 18 | 38 | 22 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Architas Multi Asset Passive Interd | 25.05M | 2.49 | 5.14 | 4.97 | ||
Architas Multi Asset Passive Interm | 467.49M | 2.51 | 5.16 | 4.96 | ||
Architas Multi Asset Passive Intera | 14.05M | 9.45 | 1.46 | 5.53 | ||
Passive Intermediate Fund Class R A | 34.79M | 0.88 | 1.91 | 5.13 | ||
Architas Multi Asset Passive Moderd | 19.01M | 2.14 | 2.02 | 4.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 14.6B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 14.6B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio Retail Income | 4.79B | 1.85 | 3.56 | 5.42 | ||
Balanced Portfolio C Accumulation | 4.79B | 1.96 | 4.16 | 6.01 | ||
- Balanced Portfolio C Income | 4.79B | 1.96 | 4.16 | 5.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard UK Invm Grd Bd Idx £ Dist | IE00B1S74W91 | 15.72 | - | - | |
BlackRock Corporate Bond Tracker Fund L Acc | GB00B5MMQ552 | 15.68 | 1.56 | -0.29% | |
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 11.01 | 11.22 | +0.63% | |
iShares Emerging Mkts Eq Idx (UK) L Acc | GB00B4M5NH84 | 8.37 | - | - | |
HSBC American Index Fund Retail Accumulation | GB0000470418 | 7.26 | 11.65 | +0.77% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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