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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1051 | 1069 | 1051 | 966 | 1181 | 1514 |
Fund Return | 5.08% | 6.89% | 5.08% | -1.15% | 3.38% | 4.23% |
Place in category | 1143 | 256 | 1143 | 1174 | 644 | 175 |
% in Category | 83 | 19 | 83 | 91 | 64 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Real Estate Equity GBP ClaIA | 173.88K | -1.36 | 0.33 | 4.40 | ||
Global Real Estate Equity GBP ClaIG | 330.84K | -1.36 | 0.33 | 4.41 | ||
Global Real Estate Equity GBP ClaPG | 22M | -1.36 | 0.33 | 4.41 | ||
Global Real Estate Equity GBP Class | 5.33M | -1.36 | 0.34 | 4.41 | ||
GlobalSar Strategic GBP Class F Acc | 391K | 4.28 | 0.21 | 4.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 14.96B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 14.96B | 1.72 | 3.51 | 6.54 | ||
HS Portfolio Retail Accumulation | 4.74B | 4.71 | 3.99 | 5.77 | ||
Balanced Portfolio Retail Income | 4.74B | 4.71 | 3.99 | 5.78 | ||
Balanced Portfolio C Accumulation | 4.74B | 4.86 | 4.59 | 6.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Sarasin Responsible Corporate Bond Z Inc | GB00BGHW6C45 | 6.87 | - | - | |
United Kingdom of Great Britain and Northern Ireland 3.25% | GB00BMV7TC88 | 4.22 | - | - | |
GBGOVT 3.25 22-Jan-2044 | GB00B84Z9V04 | 3.88 | 82.86 | +0.00% | |
Alphabet A | US02079K3059 | 2.81 | 168.10 | +0.51% | |
Amazon.com | US0231351067 | 2.78 | 188.70 | +1.34% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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