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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1078 | 1179 | 1109 | 1459 | 2502 |
Fund Return | 7.81% | 7.81% | 17.88% | 3.52% | 7.85% | 9.6% |
Place in category | 3981 | 3981 | 3155 | 4224 | 2643 | 1120 |
% in Category | 56 | 56 | 50 | 91 | 75 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio Retail Accumulation | 5.01M | 4.34 | 3.09 | 5.02 | ||
Universal Portfolio Retail Income | 2.18K | 4.33 | 3.05 | 5.20 | ||
Sentinel Universal Portfolio B Accu | 88.62M | 4.52 | 3.84 | 5.71 | ||
Sentinel Universal Portfolio Class | 1.44M | 1.44 | 3.31 | 5.31 | ||
Cautious Managed Fund R Acc | 46.83M | 2.80 | 0.03 | 3.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 21.49B | 4.79 | 6.71 | 9.96 | ||
MS Global Brands Fund AXg | 21.49B | 4.53 | 5.75 | 9.09 | ||
MS Global Brands Fund Zg | 21.49B | 4.78 | 6.70 | 9.96 | ||
Developed World Index Sub Fund FleA | 21.05B | 9.76 | 11.97 | 12.61 | ||
Developed World Index Sub Fund Flex | 21.05B | 9.76 | 11.72 | 12.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Royal London Global Equity Income M Inc | GB00BL6V1118 | 6.07 | - | - | |
JPM US Research Enhanced Idx Eq E Acc | GB00BJRCPT57 | 6.05 | - | - | |
JPM Europe (ex-UK) Rsh Enh Idx Eq E Acc | GB00BKTF1F72 | 5.96 | - | - | |
CF Canlife North American Fund C Acc GBP | GB00B73N3278 | 5.04 | 27.20 | -1.24% | |
JPM Global Equity Income S GBP Net Acc | GB00BLJP7121 | 4.96 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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