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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1015 | 1015 | 1032 | 1076 | 1302 | 1715 |
Fund Return | 1.53% | 1.53% | 3.17% | 2.47% | 5.42% | 5.54% |
Place in category | 429 | 429 | 663 | 57 | 8 | 1 |
% in Category | 61 | 61 | 95 | 8 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B8GG4B61 | 355.12M | 4.12 | 1.42 | 3.39 | ||
Fund Exempt 2 Accumulation | 2.24M | 1.53 | 2.47 | 5.53 | ||
Return Fund Institutional W Income | 25.69M | 1.53 | 2.47 | 5.54 | ||
Charities Sterling Accumulation | 97.77M | 4.51 | 5.48 | 7.48 | ||
Fund for Charities Sterling Income | 97.77M | 4.52 | 5.48 | 7.48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 40 Equity Fund A Acc | 6.07B | 0.46 | 0.60 | 4.77 | ||
LifeStrategy 40 Equity Fund A Inc | 6.07B | 0.46 | 0.60 | 4.78 | ||
& General Multi-Index 4 Fund F Acc | 196.03K | 1.67 | 1.02 | 4.52 | ||
General Multi-Index 4 Fund F Dist | 1.26K | 1.70 | 1.13 | 4.73 | ||
& General Multi-Index 4 Fund I Acc | 975.1M | 1.72 | 1.17 | 4.70 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Pershing Square | GG00BPFJTF46 | 4.07 | 52.10 | -0.38% | |
Greencoat | GB00B8SC6K54 | 2.97 | 145.00 | +1.19% | |
United States Treasury Notes 1.125% | - | 2.56 | - | - | |
United States Treasury Bonds 2.875% | - | 2.35 | - | - | |
ILF GBP Liquidity 5 | IE00B182N611 | 2.15 | - | - |
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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