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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1026 | 1108 | 1018 | 1178 | 1642 |
Fund Return | 2.64% | 2.64% | 10.82% | 0.6% | 3.33% | 5.08% |
Place in category | 80 | 80 | 8 | 279 | 48 | 6 |
% in Category | 14 | 14 | 2 | 45 | 9 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Trust Class C Acc | 3.26B | 6.72 | 7.21 | 11.75 | ||
World Trust Class C Inc | 3.26B | 6.73 | 7.21 | 11.75 | ||
World Trust Class A Inc | 3.26B | 5.40 | 4.49 | 10.88 | ||
World Trust Class D Acc | 3.26B | 3.15 | 6.30 | 11.24 | ||
Managed Growth Trust B Acc | 788.51M | -0.06 | -0.30 | 4.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 40 Equity Fund A Acc | 6.12B | 0.46 | 0.60 | 4.77 | ||
LifeStrategy 40 Equity Fund A Inc | 6.12B | 0.46 | 0.60 | 4.78 | ||
& General Multi-Index 4 Fund F Acc | 197.69K | 1.67 | 1.02 | 4.52 | ||
General Multi-Index 4 Fund F Dist | 1.27K | 1.70 | 1.13 | 4.73 | ||
& General Multi-Index 4 Fund I Acc | 977.95M | 1.72 | 1.17 | 4.70 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Aviva PLC 6.875% | XS0364880186 | 1.75 | - | - | |
Legal & General Group PLC 5.5% | XS1079028566 | 1.48 | - | - | |
HSBC Holdings PLC 8.201% | XS2553549903 | 1.39 | - | - | |
M&G PLC 6.34% | XS1003373047 | 1.17 | - | - | |
Lloyds Bank plc 7.625% | XS0503834821 | 0.96 | - | - |
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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