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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 1016 | 1075 | 1127 | 1318 | 1892 |
Fund Return | 7.46% | 1.63% | 7.46% | 4.08% | 5.67% | 6.59% |
Place in category | 877 | 454 | 877 | 145 | 182 | 114 |
% in Category | 73 | 38 | 73 | 15 | 24 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Jupiter Merlin Balanced I Acc | 1.48B | 4.84 | 6.51 | 7.23 | ||
Jupiter Merlin Balanced I Inc | 139.29M | 4.83 | 7.50 | 7.49 | ||
Jupiter Merlin Balanced Portfolio A | 266.75M | 5.96 | 3.12 | 6.33 | ||
Jupiter Distribution I Acc | 131.86M | 3.05 | 1.35 | 2.52 | ||
Jupiter Distribution I Inc | 37.89M | 3.04 | 1.44 | 2.55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 13.63B | 14.64 | 5.85 | 8.51 | ||
LifeStrategy 80 Equity Fund A Inc | 13.63B | 14.64 | 5.85 | 8.50 | ||
Baillie Gifford Managed A Acc | 4.85B | 7.75 | -3.98 | 6.93 | ||
Baillie Gifford Managed A Inc | 4.85B | 7.80 | -3.99 | 6.92 | ||
Baillie Gifford Managed B Acc | 4.85B | 8.86 | -3.03 | 8.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Jupiter Global Value I GBP Q Inc | LU2622198526 | 14.68 | - | - | |
WS Morant Wright Nippon Yield B Inc | GB00B2R83B20 | 13.69 | - | - | |
IFSL Evenlode Income C Inc | GB00BD0B7G86 | 11.25 | - | - | |
Findlay Park American USD | IE0002458671 | 9.50 | 226.340 | +1.24% | |
Man GLG UK Income Fund Professional Income Shares | GB00B0117D35 | 9.07 | 1.39 | -0.14% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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