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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1079 | 1014 | 1165 | 1063 | 1193 | 1667 |
Fund Return | 7.93% | 1.39% | 16.49% | 2.07% | 3.59% | 5.24% |
Place in category | 506 | 554 | 622 | 624 | 772 | 373 |
% in Category | 43 | 45 | 52 | 55 | 81 | 67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sentinel Universal Portfolio B Accu | 96.84M | 8.37 | 3.15 | 5.85 | ||
Universal Portfolio Retail Income | 20.54K | 7.91 | 2.04 | 5.44 | ||
Sentinel Universal Portfolio Class | 1.29M | 1.44 | 3.31 | 5.31 | ||
MGTS Greystone Global Growth Fund R | 75.88M | 9.63 | 0.91 | 9.23 | ||
Cautious Managed Fund R Acc | 42.67M | 6.18 | -0.58 | 3.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio S-Class Accumulation | 2.83B | 4.93 | 2.48 | 6.05 | ||
Growth Portfolio S-Class Income | 415.24M | 4.93 | 2.48 | 6.07 | ||
Allianz RiskMaster Moderate Multi c | 6.98M | 8.38 | 2.53 | 5.06 | ||
Allianz RiskMaster Moderate Multi A | 3.36M | 8.45 | 2.57 | 5.15 | ||
GB00BYW8RX12 | 1.21B | 5.96 | 4.39 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WS Lightman European I Acc | GB00BGPFJM62 | 7.12 | - | - | |
BlackRock North American Equity Tracker Fund D Acc | GB00B7QK1Y37 | 6.28 | 8.70 | +1.62% | |
TM Redwheel UK Eq Inc S Acc | GB00BG342B59 | 6.23 | - | - | |
L&G Global Infrastructure Index C Acc | GB00BF0TZL74 | 6.14 | - | - | |
Artemis SmartGARP Glb EM Eq I Acc GBP | GB00BW9HL132 | 6.13 | - | - |
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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