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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1039 | 1113 | 1001 | 1190 | 1724 |
Fund Return | 4.28% | 3.94% | 11.29% | 0.04% | 3.55% | 5.6% |
Place in category | 489 | 568 | 44 | 542 | 345 | 156 |
% in Category | 77 | 90 | 6 | 96 | 79 | 44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0090841692 | 1.21B | 15.15 | 7.96 | 8.60 | ||
Global Allocation Fund X4 USD | 538.68M | 3.00 | 2.28 | 5.95 | ||
LU0147395726 | 358.85M | 1.96 | -2.25 | 2.89 | ||
Global Allocation Fund J2 USD | 15.37M | 2.98 | 0.69 | 5.99 | ||
BlackRock Global Allocation USD A2 | 6.45B | 2.39 | -1.02 | 4.19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investec GSF UK Alpha Fund I Acc US | 159.68M | -1.25 | 1.91 | 2.27 | ||
BlackRock Glbl Funds UK Fund D2 USD | 21.66M | 4.55 | 0.80 | 6.39 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AstraZeneca | GB0009895292 | 8.98 | 12,172.0 | -0.60% | |
Relx | GB00B2B0DG97 | 7.10 | 3,462.00 | +0.52% | |
Shell | GB00BP6MXD84 | 6.42 | 33.62 | -0.94% | |
Compass | GB00BD6K4575 | 5.74 | 2,252.00 | -2.97% | |
Rio Tinto PLC | GB0007188757 | 5.55 | 5,522.0 | -0.59% |
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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