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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1114 | 1057 | 1213 | 1199 | 1509 | 1818 |
Fund Return | 11.41% | 5.72% | 21.32% | 6.24% | 8.58% | 6.16% |
Place in category | 389 | 438 | 336 | 329 | 290 | 220 |
% in Category | 83 | 84 | 80 | 79 | 82 | 91 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Glblalloc Fund D2 GBPHdgd | 46.52M | 10.97 | 1.57 | 4.41 | ||
BlackRock Glblalloc Fund A2 GBPHdgd | 70.61M | 10.34 | 0.82 | 3.63 | ||
LU0827876318 | 393.97M | 33.61 | 14.16 | - | ||
LU0827889725 | 87.45M | 3.09 | 7.96 | 7.93 | ||
LU0827890145 | 4.85M | 8.12 | 5.49 | 4.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity AmericaFund A DIST GBP | 1.93M | 9.89 | 10.44 | 10.35 | ||
Fidelity AmericaFund W Acc GBP | 36.83M | 3.70 | 8.32 | 9.89 | ||
BlackRock USBasicValue D2 GBP | 120.92M | 12.03 | 7.04 | 6.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.31 | 63.70 | -1.52% | |
Citigroup | US1729674242 | 2.95 | 62.35 | -1.27% | |
CVS Health Corp | US1266501006 | 2.66 | 54.65 | -2.08% | |
Cardinal Health | US14149Y1082 | 2.42 | 111.90 | -3.64% | |
First Citizens BancShares | US31946M1036 | 2.38 | 1,905.96 | -1.08% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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