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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1026 | 1061 | 1040 | 1160 | 1489 |
Fund Return | 2.6% | 2.6% | 6.13% | 1.31% | 3.01% | 4.06% |
Place in category | 847 | 847 | 1110 | 833 | 600 | 270 |
% in Category | 62 | 62 | 82 | 67 | 60 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Macdonald Cautious Growth B Inc | 78.72M | 0.42 | 0.90 | 3.84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 14.96B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 14.96B | 1.72 | 3.51 | 6.54 | ||
HS Portfolio Retail Accumulation | 4.8B | 4.71 | 3.99 | 5.77 | ||
Balanced Portfolio Retail Income | 4.8B | 4.71 | 3.99 | 5.78 | ||
Balanced Portfolio C Accumulation | 4.8B | 4.86 | 4.59 | 6.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
L&G Short Dated £ Corporate Bd Idx C Inc | GB00BKGR3D82 | 6.94 | - | - | |
Vontobel TwentyFour Abs RetCrdt AQG GBP | LU1530788402 | 6.85 | - | - | |
Allianz Gilt Yield I Inc | GB0031383390 | 5.97 | - | - | |
Royal London Short Duration Gilts Z Inc | GB00BD050D80 | 5.94 | - | - | |
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 5.06 | 175.34 | -0.00% |
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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