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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1015 | 1002 | 1085 | 1080 | 1270 | 1765 |
Fund Return | 1.49% | 0.23% | 8.51% | 2.59% | 4.9% | 5.85% |
Place in category | 1242 | 1223 | 1018 | 520 | 451 | 195 |
% in Category | 96 | 96 | 83 | 50 | 53 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Rathbone Global Opportunities Fund | 2.05B | 8.81 | 5.95 | 13.76 | ||
GB00BH0P2M97 | 1.96B | -22.75 | 7.86 | 13.54 | ||
Growth Portfolio S-Class Income | 386.25M | 1.50 | 2.59 | 5.87 | ||
Income Fund Institutional Acc | 280.65M | 5.22 | 6.46 | 5.73 | ||
Income Fund Institutional Inc | 216.06M | 5.22 | 6.47 | 5.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Growth Portfolio S-Class Income | 386.25M | 1.50 | 2.59 | 5.87 | ||
Allianz RiskMaster Moderate Multi c | 6.93M | 4.51 | 1.89 | 4.84 | ||
Allianz RiskMaster Moderate Multi A | 3.47M | 4.54 | 1.94 | 4.95 | ||
Multi Asset Fund IV R3 GBP Acc | 1.09B | 6.35 | 5.33 | 7.11 | ||
CF Canlife Portfolio V Fund C Acc | 144.43M | 0.80 | 4.31 | 5.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United Kingdom of Great Britain and Northern Ireland 0.875% | GB00BM8Z2S21 | 4.25 | - | - | |
United States Treasury Notes 1.875% | - | 4.20 | - | - | |
U.K. 40Y | GB00B6RNH572 | 2.13 | 4.559 | +1.22% | |
United Kingdom of Great Britain and Northern Ireland 1.125% | GB00BLPK7334 | 2.10 | - | - | |
SPDR Russell 2000 U.S. Small Cap UCITS | IE00BJ38QD84 | 1.94 | 54.05 | -0.31% |
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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