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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 1033 | 1068 | 973 | 1144 | 1587 |
Fund Return | 2.94% | 3.32% | 6.79% | -0.9% | 2.73% | 4.73% |
Place in category | 869 | 686 | 990 | 1034 | 795 | 410 |
% in Category | 69 | 55 | 80 | 92 | 88 | 76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Moderate Portfolio R GBP Acc | 1.59B | 3.12 | -0.38 | 5.26 | ||
Old Mutual Cirilium Moderate Passiv | 1.61B | 4.41 | 4.88 | 7.25 | ||
Conservative Portfolio A GBP Acc | 242.18M | -0.38 | -3.08 | 2.20 | ||
Conservative Portfolio R GBP Acc | 242.18M | -0.25 | -2.56 | 2.78 | ||
Old Mutual Cirilium Conservative Pa | 190.43M | 1.45 | 0.47 | 3.71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 11.52B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 80 Equity Fund A Inc | 11.52B | 2.96 | 6.53 | 8.34 | ||
Baillie Gifford Managed A Acc | 5.65B | 0.81 | -4.98 | 6.40 | ||
Baillie Gifford Managed A Inc | 5.65B | 0.82 | -4.98 | 6.40 | ||
Baillie Gifford Managed B Acc | 5.65B | 1.01 | -3.98 | 7.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Asia Pacific Opportunities Fund W GBP Acc | GB00BQ1SWL90 | 4.43 | 2.859 | -1.28% | |
M&G (Lux) Eurp Strat Val CI EUR Acc | LU1797811236 | 3.59 | - | - | |
JOHCM UK Dynamic B Acc | GB00B4T7JX59 | 3.55 | - | - | |
Quilter Inv UK Eq 2 A GBP Acc Units | GB0032385303 | 3.12 | - | - | |
Liontrust UK Growth M Acc | GB00BD5CYB01 | 3.07 | - | - |
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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