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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1026 | 1025 | 1104 | 1081 | 1167 | 1685 |
Fund Return | 2.6% | 2.54% | 10.42% | 2.62% | 3.14% | 5.36% |
Place in category | 388 | 485 | 103 | 157 | 370 | 59 |
% in Category | 28 | 33 | 9 | 12 | 38 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Class B Sterling Income Shares | 862.69M | 2.60 | 2.62 | 5.35 | ||
Kames Global Equity B Acc | 174.47M | 3.19 | -7.32 | 7.48 | ||
GB00BK6MJG80 | 7.35M | -11.60 | -18.98 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.22B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.22B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio C Accumulation | 4.87B | 4.86 | 4.59 | 6.36 | ||
- Balanced Portfolio C Income | 4.87B | 4.86 | 4.59 | 6.35 | ||
Balanced Portfolio Retail Income | 4.87B | 3.38 | 2.64 | 5.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SSE | GB0007908733 | 2.02 | 1,769.50 | -2.59% | |
United States Treasury Notes 2.88% | - | 2.01 | - | - | |
Phoenix | GB00BGXQNP29 | 1.93 | 496.00 | -1.78% | |
Taiwan Semiconductor | US8740391003 | 1.82 | 157.08 | +0.60% | |
Legal & General | GB0005603997 | 1.80 | 245.20 | -1.37% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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