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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 1041 | 1096 | 1062 | 1149 | 1660 |
Fund Return | 3.81% | 4.08% | 9.64% | 2.02% | 2.82% | 5.2% |
Place in category | 496 | 316 | 464 | 588 | 785 | 339 |
% in Category | 42 | 27 | 40 | 55 | 87 | 64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio Retail Accumulation | 5.08M | 3.83 | 2.05 | 5.02 | ||
Sentinel Universal Portfolio B Accu | 89.99M | 4.52 | 3.84 | 5.71 | ||
Sentinel Universal Portfolio Class | 1.46M | 1.44 | 3.31 | 5.31 | ||
MGTS Greystone Global Growth Fund R | 78.94M | 7.81 | 3.52 | 9.60 | ||
Cautious Managed Fund R Acc | 46.96M | 2.80 | 0.03 | 3.46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio S-Class Accumulation | 2.69B | 3.60 | 4.19 | 6.19 | ||
Growth Portfolio S-Class Income | 369.93M | 3.61 | 4.19 | 6.22 | ||
Allianz RiskMaster Moderate Multi c | 6.89M | 4.73 | 2.91 | 5.15 | ||
Allianz RiskMaster Moderate Multi A | 3.55M | 4.75 | 2.95 | 5.26 | ||
Multi Asset Fund IV R3 GBP Acc | 1.05B | 6.81 | 6.36 | 7.41 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WS Lightman European I Acc | GB00BGPFJM62 | 7.35 | - | - | |
Goldman Sachs Japan Equity Partners Portfolio I Ac | LU1220104142 | 6.49 | 24.190 | -1.51% | |
First Trust Cloud Computing UCITS ETF Class A USD | IE00BFD2H405 | 6.26 | 39.25 | 0.00% | |
Artemis SmartGARP Glb EM Eq I Acc GBP | GB00BW9HL132 | 6.17 | - | - | |
BlackRock North American Equity Tracker Fund D Acc | GB00B7QK1Y37 | 6.09 | 7.54 | +0.30% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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