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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1031 | 1035 | 1073 | 989 | 1162 | 1669 |
Fund Return | 3.12% | 3.45% | 7.34% | -0.38% | 3.05% | 5.26% |
Place in category | 788 | 642 | 926 | 996 | 736 | 320 |
% in Category | 64 | 51 | 75 | 90 | 82 | 61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Moderate Portfolio A GBP Acc | 1.61B | 2.94 | -0.90 | 4.73 | ||
Old Mutual Cirilium Moderate Passiv | 1.62B | 4.41 | 4.88 | 7.25 | ||
Conservative Portfolio A GBP Acc | 243.74M | 0.84 | -2.29 | 2.33 | ||
Conservative Portfolio R GBP Acc | 243.74M | 0.93 | -1.76 | 2.90 | ||
Old Mutual Cirilium Conservative Pa | 191.44M | 1.45 | 0.47 | 3.71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 11.57B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 80 Equity Fund A Inc | 11.57B | 2.96 | 6.53 | 8.34 | ||
Baillie Gifford Managed A Acc | 5.7B | 0.81 | -4.98 | 6.40 | ||
Baillie Gifford Managed A Inc | 5.7B | 0.82 | -4.98 | 6.40 | ||
Baillie Gifford Managed B Acc | 5.7B | 1.01 | -3.98 | 7.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
M&G (Lux) Eurp Strat Val CI EUR Acc | LU1797811236 | 3.69 | - | - | |
JOHCM UK Dynamic B Acc | GB00B4T7JX59 | 3.67 | - | - | |
Fidelity Asia Pacific Opportunities Fund W GBP Acc | GB00BQ1SWL90 | 3.18 | 2.909 | -2.15% | |
Liontrust UK Growth M Acc | GB00BD5CYB01 | 3.10 | - | - | |
AB Intl Health Care S14 GBP | LU2080776789 | 3.09 | - | - |
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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