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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1081 | 1012 | 1130 | 1021 | 1197 | 1814 |
Fund Return | 8.13% | 1.16% | 12.95% | 0.69% | 3.67% | 6.14% |
Place in category | 475 | 593 | 271 | 537 | 373 | 117 |
% in Category | 80 | 89 | 44 | 95 | 85 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0090841692 | 1.11B | 15.70 | 5.16 | 7.01 | ||
Global Allocation Fund J2 USD | 16.16M | 12.20 | 3.79 | 6.64 | ||
BlackRock Global Allocation USD A2 | 6.62B | 10.76 | 2.03 | 4.83 | ||
LU0329592538 | 1.14B | 11.39 | 2.80 | 5.62 | ||
LU0724617625 | 1.3B | 10.76 | 2.03 | 4.83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investec GSF UK Alpha Fund I Acc US | 143.17M | -1.25 | 1.91 | 2.27 | ||
BlackRock Glbl Funds UK Fund D2 USD | 21.48M | 8.75 | 1.45 | 6.94 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AstraZeneca | GB0009895292 | 9.62 | 11,850.0 | -0.72% | |
Relx | GB00B2B0DG97 | 6.96 | 3,672.00 | +1.89% | |
Shell | GB00BP6MXD84 | 6.33 | 30.34 | -3.01% | |
Compass | GB00BD6K4575 | 5.64 | 2,461.00 | +0.08% | |
3I Group | GB00B1YW4409 | 5.52 | 3,288.00 | -0.39% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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