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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1021 | 1163 | 1082 | 1216 | 1702 |
Fund Return | 7.81% | 2.05% | 16.29% | 2.67% | 3.98% | 5.46% |
Place in category | 239 | 170 | 291 | 186 | 272 | 75 |
% in Category | 18 | 11 | 24 | 14 | 27 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market III Inst Acc | 2.23B | 7.80 | 2.70 | 5.54 | ||
MyFolio Market III Retail Acc | 2.23B | 7.52 | 2.34 | 5.08 | ||
International Trust | 1.66B | 22.06 | 10.01 | 12.52 | ||
Standard Life Small Inst S Acc | 907.29M | 7.16 | -6.43 | 10.59 | ||
MyFolio Market V Inst Acc | 657.38M | 11.60 | 5.93 | 8.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Inc | 16.03B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Acc | 16.03B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio Retail Income | 5.22B | 10.68 | 3.32 | 5.57 | ||
Balanced Portfolio C Accumulation | 5.22B | 12.07 | 4.17 | 6.23 | ||
- Balanced Portfolio C Income | 5.22B | 10.99 | 3.83 | 6.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 8.86 | 13.00 | +0.70% | |
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 8.08 | 175.35 | +0.02% | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 8.05 | 4.23 | +0.71% | |
abrdn Global Govt Bond Tracker X GBP Acc | GB00BK80KY50 | 7.75 | - | - | |
abrdn Asia Pacific ex-Japan TrkrX£Acc | GB00BKBD2F66 | 7.42 | - | - |
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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