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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1013 | 1102 | 1041 | 1223 | 1676 |
Fund Return | 4.44% | 1.33% | 10.16% | 1.36% | 4.1% | 5.3% |
Place in category | 570 | 641 | 601 | 514 | 219 | 69 |
% in Category | 40 | 42 | 43 | 42 | 21 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FC Responsible Global Equity 1 Acc | 1.31B | 5.68 | 5.70 | 11.23 | ||
FC Responsible Global Equity 1 Inc | 1.31B | 5.64 | 5.43 | 11.09 | ||
FC Responsible Global Equity 2 Acc | 1.31B | 5.81 | 6.53 | 12.17 | ||
FC Responsible Global Equity 4 Inc | 1.31B | 5.95 | 7.30 | 12.94 | ||
FC Responsible Global Equity Fund 2 | 1.31B | 13.34 | 4.94 | 12.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.32B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.32B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio C Accumulation | 4.93B | 6.79 | 3.67 | 6.31 | ||
- Balanced Portfolio C Income | 4.93B | 6.79 | 3.67 | 6.30 | ||
Port Institutional Accumulation | 4.93B | 7.02 | 4.11 | 6.84 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core S&P 500 UCITS | IE00B5BMR087 | 10.13 | 589.44 | +0.93% | |
CF Miton UK Value Opportunities Fund B Institution | GB00B8QW1M42 | 6.37 | 2.64 | -0.57% | |
Montanaro UK Income GBP | IE00BYSRYZ31 | 5.19 | - | - | |
Pzena US Large Cap Expanded Value Fund A Acc | IE00B6ZCYM29 | 5.04 | 366.635 | +0.15% | |
Jupiter Global Equity Gr Unc G USD Acc | LU2223789152 | 5.03 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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