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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1023 | 1061 | 999 | 1130 | 1510 |
Fund Return | 2.33% | 2.33% | 6.14% | -0.02% | 2.48% | 4.21% |
Place in category | 970 | 970 | 1108 | 1125 | 758 | 232 |
% in Category | 70 | 70 | 82 | 88 | 74 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Balanced Portfolio A GBP Acc | 1.4B | 2.19 | -0.59 | 3.63 | ||
American Equity Fund A GBP Acc | 56.02M | 6.85 | 12.91 | 14.28 | ||
American Equity Fund P GBP Acc | 8.8M | 11.52 | 13.21 | 15.36 | ||
American Equity Fund R GBP Acc | 735.57M | 11.59 | 13.50 | 15.66 | ||
American Equity Fund U1 GBP Acc | 380.04M | 7.00 | 13.82 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 14.69B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 14.69B | 1.72 | 3.51 | 6.54 | ||
HS Portfolio Retail Accumulation | 4.7B | 4.71 | 3.99 | 5.77 | ||
Balanced Portfolio Retail Income | 4.7B | 4.71 | 3.99 | 5.78 | ||
Balanced Portfolio C Accumulation | 4.7B | 1.96 | 4.16 | 6.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Henderson Strategic Bond Fund I Acc | GB0007533820 | 4.81 | 3.25 | +0.62% | |
Wellington Oppc Fxd Inc GBP S AcH | IE00BKP4XS59 | 4.79 | - | - | |
Allianz Strategic Bond I Acc | GB00BJ1DZT42 | 4.77 | - | - | |
Premier Miton Strat Mly Inc Bd C acc | GB00BMWVS110 | 4.09 | - | - | |
BlackRock ICS Sterling Liq Premier Acc | IE00B43FT809 | 3.96 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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