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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1009 | 1009 | 1031 | 948 | 1037 | 1332 |
Fund Return | 0.93% | 0.93% | 3.09% | -1.76% | 0.73% | 2.9% |
Place in category | 594 | 594 | 669 | 608 | 435 | 119 |
% in Category | 85 | 85 | 95 | 93 | 84 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Moderate Portfolio A GBP Acc | 1.61B | 2.94 | -0.90 | 4.73 | ||
Moderate Portfolio R GBP Acc | 1.61B | 3.12 | -0.38 | 5.26 | ||
Old Mutual Cirilium Moderate Passiv | 1.62B | 4.41 | 4.88 | 7.25 | ||
Conservative Portfolio A GBP Acc | 244.96M | 0.84 | -2.29 | 2.33 | ||
Old Mutual Cirilium Conservative Pa | 192.15M | 1.45 | 0.47 | 3.71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 40 Equity Fund A Inc | 6.14B | 0.46 | 0.60 | 4.78 | ||
LifeStrategy 40 Equity Fund A Acc | 6.14B | 0.46 | 0.60 | 4.77 | ||
& General Multi-Index 4 Fund F Acc | 197.6K | 1.67 | 1.02 | 4.52 | ||
General Multi-Index 4 Fund F Dist | 1.27K | 1.70 | 1.13 | 4.73 | ||
& General Multi-Index 4 Fund I Acc | 978.3M | 1.72 | 1.17 | 4.70 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard US Government Bond Index Institutional Pl | IE00BFPM9Z33 | 8.66 | 110.217 | -0.22% | |
Premier Miton Corporate Bd Mly Inc C acc | GB00BMX6FH03 | 7.17 | - | - | |
Henderson Strategic Bond Fund I Acc | GB0007533820 | 6.52 | 3.31 | -0.36% | |
Allianz Strategic Bond I Acc | GB00BJ1DZT42 | 6.51 | - | - | |
Wellington Oppc Fxd Inc GBP S AcH | IE00BKP4XS59 | 6.51 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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