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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 1027 | 1068 | 1038 | 1207 | 1669 |
Fund Return | 2.36% | 2.65% | 6.83% | 1.24% | 3.83% | 5.25% |
Place in category | 464 | 405 | 662 | 503 | 221 | 65 |
% in Category | 34 | 28 | 50 | 40 | 23 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FC Responsible Global Equity Fund 2 | 1.34B | 9.14 | 6.49 | 12.49 | ||
FC Responsible Global Equity 1 Acc | 1.34B | 5.68 | 5.70 | 11.23 | ||
FC Responsible Global Equity 1 Inc | 1.34B | 5.64 | 5.43 | 11.09 | ||
FC Responsible Global Equity 2 Acc | 1.34B | 5.81 | 6.53 | 12.17 | ||
FC Responsible Global Equity 4 Inc | 1.34B | 5.95 | 7.30 | 12.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.22B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.22B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio C Accumulation | 4.88B | 4.86 | 4.59 | 6.36 | ||
- Balanced Portfolio C Income | 4.88B | 4.86 | 4.59 | 6.35 | ||
HS Portfolio Retail Accumulation | 4.88B | 3.38 | 2.65 | 5.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core S&P 500 UCITS | IE00B5BMR087 | 10.03 | 557.98 | -0.51% | |
CF Miton UK Value Opportunities Fund B Institution | GB00B8QW1M42 | 6.08 | 2.64 | 0% | |
Pzena US Large Cap Expanded Value Fund A Acc | IE00B6ZCYM29 | 5.28 | 367.110 | -0.01% | |
Montanaro UK Income GBP | IE00BYSRYZ31 | 5.07 | - | - | |
Jupiter Global Equity Gr Unc G USD Acc | LU2223789152 | 4.95 | - | - |
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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