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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1043 | 1084 | 1014 | 1176 | 1556 |
Fund Return | 4.35% | 4.35% | 8.37% | 0.46% | 3.3% | 4.52% |
Place in category | 193 | 193 | 671 | 1038 | 502 | 160 |
% in Category | 15 | 15 | 52 | 81 | 51 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Real Estate Equity GBP ClaIA | 173.88K | -1.36 | 0.33 | 4.40 | ||
Global Real Estate Equity GBP ClaIG | 330.84K | -1.36 | 0.33 | 4.41 | ||
Global Real Estate Equity GBP ClaPG | 22M | -1.36 | 0.33 | 4.41 | ||
Global Real Estate Equity GBP Class | 5.33M | -1.36 | 0.34 | 4.41 | ||
GlobalSar Strategic GBP Class P Inc | 92.97K | 4.35 | 0.47 | 4.54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 14.87B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 14.87B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio Retail Income | 4.74B | 4.71 | 3.99 | 5.78 | ||
Balanced Portfolio C Accumulation | 4.74B | 4.86 | 4.59 | 6.36 | ||
- Balanced Portfolio C Income | 4.74B | 4.86 | 4.59 | 6.35 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Sarasin Responsible Corporate Bond Z Inc | GB00BGHW6C45 | 6.87 | - | - | |
United Kingdom of Great Britain and Northern Ireland 3.25% | GB00BMV7TC88 | 4.22 | - | - | |
GBGOVT 3.25 22-Jan-2044 | GB00B84Z9V04 | 3.88 | 82.86 | +2.04% | |
Alphabet A | US02079K3059 | 2.81 | 167.21 | +0.35% | |
Amazon.com | US0231351067 | 2.78 | 186.24 | +0.82% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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