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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1043 | 1134 | 1130 | 1419 | 2158 |
Fund Return | 4.32% | 4.32% | 13.43% | 4.16% | 7.25% | 7.99% |
Place in category | 203 | 203 | 75 | 101 | 16 | 2 |
% in Category | 16 | 16 | 7 | 8 | 2 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diversified Trust Class C Inc | 3.52B | 4.31 | 4.17 | 7.96 | ||
Diversified Trust D Acc | 3.52B | 1.14 | 3.64 | 7.61 | ||
Leaders Trust Class C Acc | 3.24B | 5.21 | 8.08 | 9.28 | ||
Leaders Trust Class C Inc | 3.24B | 5.25 | 8.09 | 9.30 | ||
Leaders Trust Class A Inc | 3.24B | 1.27 | 7.45 | 7.67 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 14.88B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 14.88B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio C Accumulation | 4.71B | 4.86 | 4.59 | 6.36 | ||
- Balanced Portfolio C Income | 4.75B | 4.86 | 4.59 | 6.35 | ||
HS Portfolio Retail Accumulation | 4.75B | 4.71 | 3.99 | 5.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 2.04 | - | - | |
Schneider Electric | FR0000121972 | 2.03 | 215.10 | -0.44% | |
Visa Inc Class A | - | 1.97 | - | - | |
London Stock Exchange | GB00B0SWJX34 | 1.96 | 8,840.0 | -0.07% | |
Compass | GB00BD6K4575 | 1.93 | 2,202.00 | -1.34% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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