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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1030 | 1089 | 1067 | 1158 | 1552 |
Fund Return | 3.03% | 3.03% | 8.94% | 2.19% | 2.98% | 4.49% |
Place in category | 634 | 634 | 566 | 522 | 609 | 165 |
% in Category | 47 | 47 | 44 | 43 | 62 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Close Tactical Select Passive Conse | 9.22M | 3.06 | 2.19 | 4.49 | ||
Close FTSE TechMark Fund X Acc | 40.26M | 4.68 | 2.45 | 9.04 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Inc | 15.13B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Acc | 15.13B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio C Accumulation | 4.83B | 3.58 | 3.24 | 6.20 | ||
- Balanced Portfolio C Income | 4.83B | 3.59 | 3.24 | 6.19 | ||
HS Portfolio Retail Accumulation | 4.83B | 3.38 | 2.65 | 5.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard UK S/T Invm Grd BdIdxInsPl£Dist | IE00BPT2BW03 | 6.95 | - | - | |
HSBC Sterling Corp Bd Idx S Inc | GB00BZ01ZD57 | 6.22 | - | - | |
HSBC FTSE 250 Index S Inc | GB00BV8VN462 | 5.96 | - | - | |
Lyxor UK Government Bond 0-5Y (DR) UCITS - Dist-GB | LU1439943090 | 5.55 | 16.91 | +0.03% | |
iShares Core FTSE 100 UCITS ETF GBP (Dist) | IE0005042456 | 4.85 | 811.90 | -0.69% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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