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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 | 516 | 551 | 628 | 625 | 774 | 373 |
% in Category | 45 | 45 | 53 | 55 | 81 | 67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Portfolio Retail Income | 20.6K | 7.91 | 2.04 | 5.44 | ||
Sentinel Universal Portfolio B Accu | 97.15M | 8.37 | 3.15 | 5.85 | ||
Sentinel Universal Portfolio Class | 1.29M | 1.44 | 3.31 | 5.31 | ||
MGTS Greystone Global Growth Fund R | 76.63M | 9.63 | 0.91 | 9.23 | ||
Cautious Managed Fund R Acc | 43.42M | 6.18 | -0.58 | 3.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio S-Class Accumulation | 2.84B | 4.93 | 2.48 | 6.05 | ||
Growth Portfolio S-Class Income | 413.95M | 4.93 | 2.48 | 6.07 | ||
Allianz RiskMaster Moderate Multi c | 6.99M | 8.38 | 2.53 | 5.06 | ||
Allianz RiskMaster Moderate Multi A | 3.39M | 8.45 | 2.57 | 5.15 | ||
Multi Asset Fund IV R3 GBP Acc | 1.19B | 10.80 | 5.33 | 7.23 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WS Lightman European I Acc | GB00BGPFJM62 | 7.21 | - | - | |
TM Redwheel UK Eq Inc S Acc | GB00BG342B59 | 6.28 | - | - | |
Artemis SmartGARP Glb EM Eq I Acc GBP | GB00BW9HL132 | 6.18 | - | - | |
Goldman Sachs Japan Equity Partners Portfolio I Ac | LU1220104142 | 6.14 | 26.440 | -0.23% | |
L&G Global Infrastructure Index C Acc | GB00BF0TZL74 | 6.08 | - | - |
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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