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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1057 | 1041 | 1144 | 1153 | 1473 | 1922 |
Fund Return | 5.69% | 4.15% | 14.4% | 4.87% | 8.05% | 6.75% |
Place in category | 128 | 213 | 217 | 243 | 210 | 174 |
% in Category | 28 | 41 | 52 | 59 | 61 | 83 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Glblalloc Fund D2 GBPHdgd | 44.15M | 2.47 | -1.46 | 3.80 | ||
BlackRock Glblalloc Fund A2 GBPHdgd | 73.42M | 2.23 | -2.19 | 3.02 | ||
LU0827876318 | 441.31M | 33.61 | 14.16 | - | ||
LU0827889725 | 92.78M | 3.51 | 4.22 | 7.36 | ||
LU0827890145 | 6.59M | 1.78 | -1.46 | 2.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity AmericaFund A DIST GBP | 2.2M | 7.43 | 9.01 | 12.54 | ||
Fidelity AmericaFund W Acc GBP | 39.77M | 2.71 | 10.47 | 13.09 | ||
BlackRock USBasicValue A2 GBP | 383.65M | 5.42 | 4.08 | 5.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock ICS USD LiqEnvtlyAwr Agcy Inc | IE00BK8MB266 | 3.91 | - | - | |
Wells Fargo&Co | US9497461015 | 3.69 | 59.92 | +1.20% | |
Citigroup | US1729674242 | 3.07 | 62.31 | +0.61% | |
First Citizens BancShares | US31946M1036 | 2.51 | 1,698.43 | -1.45% | |
BP ADR | US0556221044 | 2.47 | 37.58 | +1.76% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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