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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1002 | 1007 | 1027 | 916 | 995 | 1236 |
Fund Return | 0.18% | 0.69% | 2.69% | -2.88% | -0.11% | 2.14% |
Place in category | 626 | 634 | 703 | 613 | 499 | 189 |
% in Category | 86 | 86 | 99 | 95 | 93 | 67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Moderate Portfolio A GBP Acc | 1.53B | 3.90 | -0.25 | 4.61 | ||
Moderate Portfolio R GBP Acc | 1.53B | 4.12 | 0.27 | 5.14 | ||
Old Mutual Cirilium Moderate Passiv | 1.62B | 4.98 | 4.24 | 7.01 | ||
Conservative Portfolio R GBP Acc | 233.55M | 0.34 | -2.36 | 2.71 | ||
Old Mutual Cirilium Conservative Pa | 190.68M | 1.11 | 0.05 | 3.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 40 Equity Fund A Acc | 6.09B | 0.46 | 0.60 | 4.77 | ||
LifeStrategy 40 Equity Fund A Inc | 6.09B | 0.46 | 0.60 | 4.78 | ||
& General Multi-Index 4 Fund C Acc | 250.6M | -0.42 | 0.90 | 4.56 | ||
General Multi-Index 4 Fund C Dist | 7.34M | -0.41 | 0.91 | 4.56 | ||
& General Multi-Index 4 Fund F Acc | 197.89K | 1.32 | 0.23 | 4.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard US Government Bond Index Institutional Pl | IE00BFPM9Z33 | 8.72 | 111.704 | -0.20% | |
Premier Miton Corporate Bd Mly Inc C acc | GB00BMX6FH03 | 7.38 | - | - | |
BlackRock ICS Sterling Liq Premier Acc | IE00B43FT809 | 6.94 | - | - | |
Wellington Oppc Fxd Inc GBP S AcH | IE00BKP4XS59 | 6.57 | - | - | |
Allianz Strategic Bond I Acc | GB00BJ1DZT42 | 6.53 | - | - |
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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