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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1054 | 1040 | 1135 | 1128 | 1419 | 1783 |
Fund Return | 5.42% | 3.95% | 13.53% | 4.08% | 7.24% | 5.95% |
Place in category | 152 | 248 | 255 | 275 | 251 | 194 |
% in Category | 33 | 46 | 59 | 70 | 79 | 91 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Glblalloc Fund D2 GBPHdgd | 44.59M | 5.38 | 0.73 | 4.08 | ||
BlackRock Glblalloc Fund A2 GBPHdgd | 73.65M | 2.23 | -2.19 | 3.02 | ||
LU0827876318 | 440.83M | 33.61 | 14.16 | - | ||
LU0827889725 | 77.78M | -3.15 | 5.04 | 6.67 | ||
LU0827890145 | 6.93M | -3.95 | -0.19 | 2.01 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity AmericaFund A DIST GBP | 2.35M | 7.43 | 9.01 | 12.54 | ||
Fidelity AmericaFund W Acc GBP | 41.11M | 2.71 | 10.47 | 13.09 | ||
BlackRock USBasicValue D2 GBP | 114.83M | 5.69 | 4.87 | 6.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock ICS USD LiqEnvtlyAwr Agcy Inc | IE00BK8MB266 | 3.81 | - | - | |
Wells Fargo & Co | - | 3.51 | - | - | |
Citigroup Inc | - | 3.39 | - | - | |
General Motors Co | - | 2.50 | - | - | |
First Citizens BancShares Inc Class A | - | 2.37 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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