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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1022 | 1022 | 1056 | 982 | 1098 | 1428 |
Fund Return | 2.19% | 2.19% | 5.59% | -0.59% | 1.88% | 3.63% |
Place in category | 1030 | 1030 | 1178 | 1189 | 896 | 386 |
% in Category | 73 | 73 | 86 | 93 | 86 | 61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Balanced Portfolio R GBP Acc | 1.39B | 2.33 | -0.02 | 4.21 | ||
American Equity Fund A GBP Acc | 51.01M | 6.85 | 12.91 | 14.28 | ||
American Equity Fund P GBP Acc | 8.76M | 11.52 | 13.21 | 15.36 | ||
American Equity Fund R GBP Acc | 735.34M | 11.59 | 13.50 | 15.66 | ||
American Equity Fund U1 GBP Acc | 379.77M | 7.00 | 13.82 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 14.86B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 14.86B | 1.72 | 3.51 | 6.54 | ||
- Balanced Portfolio C Income | 4.72B | 4.86 | 4.59 | 6.35 | ||
HS Portfolio Retail Accumulation | 4.72B | 4.71 | 3.99 | 5.77 | ||
Balanced Portfolio Retail Income | 4.72B | 4.71 | 3.99 | 5.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Henderson Strategic Bond Fund I Acc | GB0007533820 | 4.77 | 3.21 | -0.53% | |
Allianz Strategic Bond I Acc | GB00BJ1DZT42 | 4.77 | - | - | |
Wellington Oppc Fxd Inc GBP S AcH | IE00BKP4XS59 | 4.77 | - | - | |
BlackRock ICS Sterling Liq Premier Acc | IE00B43FT809 | 4.09 | - | - | |
Premier Miton Strat Mly Inc Bd C acc | GB00BMWVS110 | 4.07 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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