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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 1065 | 1031 | 985 | 1174 | 1604 |
Fund Return | 1.9% | 6.49% | 3.12% | -0.51% | 3.27% | 4.84% |
Place in category | 448 | 405 | 590 | 566 | 444 | 270 |
% in Category | 68 | 64 | 88 | 96 | 95 | 87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Balanced Portfolio A GBP Acc | 1.47B | 0.11 | -1.32 | 3.40 | ||
Balanced Portfolio R GBP Acc | 1.47B | 0.20 | -0.75 | 3.98 | ||
American Equity Fund A GBP Acc | 59.54M | 2.56 | 17.28 | 13.67 | ||
American Equity Fund P GBP Acc | 9.07M | 6.94 | 13.46 | 14.86 | ||
American Equity Fund R GBP Acc | 756.74M | 6.99 | 13.75 | 15.16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CCLA COIF Charities Investment Acc | 3.78B | 1.98 | 5.54 | 8.24 | ||
CCLA COIF Charities Investment Inc | 3.78B | 1.97 | 5.54 | 8.02 | ||
CCLA COIF Charities Ethical Investa | 2.31B | 2.05 | 7.78 | 9.06 | ||
CCLA COIF Charities Ethical Investm | 2.31B | 2.05 | 7.78 | 9.02 | ||
CCLA CBF Church of England Funds Ia | 2.15B | 2.10 | 7.92 | 9.66 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
M&G (Lux) Eurp Strat Val CI EUR Acc | LU1797811236 | 4.67 | - | - | |
JOHCM UK Dynamic B Acc | GB00B4T7JX59 | 4.60 | - | - | |
Liontrust UK Growth M Acc | GB00BD5CYB01 | 4.04 | - | - | |
Fidelity Asia Pacific Opportunities Fund W GBP Acc | GB00BQ1SWL90 | 3.99 | 2.897 | +0.56% | |
Quilter Inv UK Eq 2 A GBP Acc Units | GB0032385303 | 3.91 | - | - |
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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