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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1040 | 1093 | 662 | 885 | 1360 |
Fund Return | 3.96% | 3.96% | 9.32% | -12.84% | -2.41% | 3.12% |
Place in category | 30 | 30 | 33 | 115 | 113 | 64 |
% in Category | 17 | 17 | 19 | 99 | 100 | 86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Balanced Portfolio A GBP Acc | 1.4B | 2.19 | -0.59 | 3.63 | ||
Balanced Portfolio R GBP Acc | 1.4B | 2.33 | -0.02 | 4.21 | ||
American Equity Fund A GBP Acc | 51.5M | 6.85 | 12.91 | 14.28 | ||
American Equity Fund P GBP Acc | 8.79M | 11.52 | 13.21 | 15.36 | ||
American Equity Fund R GBP Acc | 739.58M | 11.59 | 13.50 | 15.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Castlefield CFP SDL UK Buff Ins Acc | 285.22M | -19.64 | -0.70 | - | ||
Castlefield CFP SDL UK Buffettology | 215.21M | 2.01 | -4.12 | 7.38 | ||
HSBC FTSE 250 Index Accumulation C | 1.27B | 1.27 | -0.31 | 4.60 | ||
Old Mutual UK Mid Cap Fund A GBP In | 6.42M | -0.24 | -14.14 | 1.93 | ||
Old Mutual UK Mid Cap Fund P GBP Ac | 3.64M | 3.96 | -12.84 | 3.12 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bellway | GB0000904986 | 4.75 | 2,488.0 | -1.58% | |
Jet2 | GB00B1722W11 | 4.62 | 1,400.00 | -5.91% | |
Melrose Industries | GB00BNGDN821 | 4.12 | 631.60 | -0.66% | |
Intermediate Capital | GB00BYT1DJ19 | 3.91 | 1,981.00 | -0.95% | |
Games Workshop | GB0003718474 | 3.24 | 9,565.0 | -1.95% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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