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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 1027 | 1124 | 1092 | 1199 | 1705 |
Fund Return | 2.73% | 2.73% | 12.4% | 2.96% | 3.7% | 5.48% |
Place in category | 787 | 787 | 120 | 314 | 359 | 59 |
% in Category | 58 | 58 | 10 | 24 | 37 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Class B Sterling Income Shares | 868.58M | 2.73 | 2.96 | 5.47 | ||
Kames Global Equity B Acc | 178.87M | 5.18 | -5.25 | 7.52 | ||
GB00BK6MJG80 | 7.35M | -11.60 | -18.98 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 14.84B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 14.84B | 1.72 | 3.51 | 6.54 | ||
HS Portfolio Retail Accumulation | 4.75B | 4.71 | 3.99 | 5.77 | ||
Balanced Portfolio Retail Income | 4.75B | 4.71 | 3.99 | 5.78 | ||
Balanced Portfolio C Accumulation | 4.75B | 4.86 | 4.59 | 6.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Phoenix | GB00BGXQNP29 | 2.15 | 485.20 | 0.00% | |
United States Treasury Notes 2.88% | - | 1.98 | - | - | |
SSE | GB0007908733 | 1.98 | 1,657.63 | +0.16% | |
Legal & General | GB0005603997 | 1.92 | 235.60 | -5.23% | |
United States Treasury Notes 3.88% | - | 1.79 | - | - |
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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