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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1064 | 1018 | 1099 | 1021 | 1144 | 1468 |
Fund Return | 6.35% | 1.8% | 9.88% | 0.71% | 2.72% | 3.91% |
Place in category | 1043 | 736 | 1117 | 912 | 706 | 325 |
% in Category | 78 | 55 | 82 | 76 | 68 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Macdonald Cautious Growth B Inc | 72.32M | 6.35 | 0.76 | 3.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 16.18B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 16.18B | 1.72 | 3.51 | 6.54 | ||
Balanced Portfolio C Accumulation | 3.19B | 12.07 | 4.17 | 6.23 | ||
- Balanced Portfolio C Income | 29.78M | 10.99 | 3.83 | 6.11 | ||
HS Portfolio Retail Accumulation | 24.71M | 11.45 | 3.56 | 5.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
L&G Short Dated £ Corporate Bd Idx C Inc | GB00BKGR3D82 | 7.13 | - | - | |
Royal London Short Duration Gilts Z Inc | GB00BD050D80 | 6.08 | - | - | |
Vontobel TwentyFour Abs RetCrdt AQG GBP | LU1530788402 | 6.06 | - | - | |
Allianz Gilt Yield I Inc | GB0031383390 | 5.92 | - | - | |
JOHCM UK Equity income M GBP Inc | GB00BRJRX783 | 5.10 | - | - |
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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