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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1132 | 1077 | 1132 | 1058 | 1465 | 2065 |
Fund Return | 13.23% | 7.7% | 13.23% | 1.89% | 7.94% | 7.52% |
Place in category | 38 | 88 | 38 | 473 | 11 | 4 |
% in Category | 4 | 8 | 4 | 36 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diversified Trust Class C Acc | 3.57B | 13.21 | 1.89 | 7.56 | ||
Diversified Trust D Acc | 3.57B | 4.16 | 6.14 | 7.41 | ||
Leaders Trust Class C Acc | 3.27B | 10.54 | 6.44 | 8.59 | ||
Leaders Trust Class C Inc | 3.27B | 10.49 | 6.43 | 8.61 | ||
Leaders Trust Class A Inc | 3.27B | 4.12 | 10.81 | 9.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 14.99B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 14.99B | 1.72 | 3.51 | 6.54 | ||
HS Portfolio Retail Accumulation | 4.77B | 1.86 | 3.56 | 5.42 | ||
Balanced Portfolio Retail Income | 4.77B | 1.85 | 3.56 | 5.42 | ||
Balanced Portfolio C Accumulation | 4.77B | 1.96 | 4.16 | 6.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schneider Electric | FR0000121972 | 2.40 | 209.75 | +0.22% | |
London Stock Exchange | GB00B0SWJX34 | 2.36 | 9,502.0 | -0.94% | |
SSE | GB0007908733 | 2.32 | 1,642.39 | -0.94% | |
Sage | GB00B8C3BL03 | 2.32 | 1,260.50 | -0.24% | |
Compass | GB00BD6K4575 | 2.25 | 2,314.00 | +0.43% |
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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