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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1072 | 1114 | 1209 | 1452 | 2228 |
Fund Return | 2.96% | 7.21% | 11.43% | 6.53% | 7.75% | 8.34% |
Place in category | 179 | 180 | 116 | 69 | 55 | 13 |
% in Category | 15 | 16 | 11 | 7 | 8 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Inc | 13.23B | 14.64 | 5.85 | 8.50 | ||
LifeStrategy 40 Equity Fund A Acc | 5.94B | 0.46 | 0.60 | 4.77 | ||
LifeStrategy 40 Equity Fund A Inc | 5.94B | 0.46 | 0.60 | 4.78 | ||
GB00BZ82ZZ20 | 1.02B | 6.86 | 5.10 | - | ||
Vanguard Target Ret 2045 Acc Shares | 343.07M | 14.09 | 5.74 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Inc | 13.23B | 14.64 | 5.85 | 8.50 | ||
Baillie Gifford Managed A Acc | 5.01B | 9.20 | -4.31 | 6.95 | ||
Baillie Gifford Managed A Inc | 5.01B | 9.20 | -4.32 | 6.94 | ||
Baillie Gifford Managed B Acc | 5.01B | 10.22 | -3.34 | 8.11 | ||
Baillie Gifford Managed B Inc | 5.01B | 10.18 | -3.37 | 8.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard US Equity Index Acc | GB00B5B71Q71 | 19.65 | 1,062.24 | -0.64% | |
Vanguard FTSE Dev World ex UK Equity Index Acc | GB00B59G4Q73 | 19.52 | 718.41 | -0.54% | |
Vanguard FTSE UK All Share Index Unit Trust Accumu | GB00B3X7QG63 | 18.84 | 276.60 | -1.34% | |
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 14.01 | 152.754 | -0.02% | |
Vanguard S&P 500 UCITS Acc | IE00BFMXXD54 | 6.41 | 90.75 | +0.16% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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