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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 1049 | 1089 | 975 | 1155 | 1655 |
Fund Return | 4.69% | 4.88% | 8.85% | -0.85% | 2.92% | 5.17% |
Place in category | 326 | 258 | 519 | 550 | 460 | 264 |
% in Category | 54 | 42 | 80 | 95 | 96 | 87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Balanced Portfolio A GBP Acc | 1.35B | 1.19 | -1.64 | 3.54 | ||
Balanced Portfolio R GBP Acc | 1.35B | 1.36 | -1.08 | 4.12 | ||
American Equity Fund R GBP Acc | 796.4M | 9.71 | 11.00 | 15.47 | ||
American Equity Fund U1 GBP Acc | 387.79M | 7.00 | 13.82 | - | ||
American Equity Fund U2 GBP Acc | 728.69M | 7.01 | 13.92 | 15.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CCLA COIF Charities Investment Acc | 3.76B | 2.13 | 7.99 | 9.22 | ||
CCLA COIF Charities Investment Inc | 3.76B | 2.13 | 7.99 | 9.01 | ||
CCLA COIF Charities Ethical Investa | 2.35B | 1.75 | 5.19 | 9.04 | ||
CCLA COIF Charities Ethical Investm | 2.35B | 1.75 | 5.19 | 8.99 | ||
CCLA CBF Church of England Funds Ia | 2.14B | 1.51 | 5.24 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Asia Pacific Opportunities Fund W GBP Acc | GB00BQ1SWL90 | 5.57 | 2.870 | +0.38% | |
M&G (Lux) Eurp Strat Val CI EUR Acc | LU1797811236 | 4.96 | - | - | |
JOHCM UK Dynamic B Acc | GB00B4T7JX59 | 4.61 | - | - | |
Quilter Inv UK Eq 2 A GBP Acc Units | GB0032385303 | 4.14 | - | - | |
Liontrust UK Growth M Acc | GB00BD5CYB01 | 4.09 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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