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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1017 | 1018 | 1103 | 988 | 1148 | 1625 |
Fund Return | 1.72% | 1.78% | 10.32% | -0.39% | 2.8% | 4.97% |
Place in category | 242 | 245 | 12 | 346 | 82 | 6 |
% in Category | 34 | 33 | 3 | 55 | 14 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
World Trust Class A Inc | 3.23B | 6.19 | 5.04 | 10.68 | ||
World Trust Class C Acc | 3.23B | 6.32 | 5.52 | 11.42 | ||
World Trust Class C Inc | 3.23B | 6.33 | 5.53 | 11.42 | ||
World Trust Class D Acc | 3.23B | 3.15 | 6.30 | 11.24 | ||
Managed Growth Trust B Acc | 778.15M | -0.06 | -0.30 | 4.45 |
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 C Acc | 251.14M | -0.42 | 0.90 | 4.56 | ||
General Multi-Index 4 Fund C Dist | 7.34M | -0.41 | 0.91 | 4.56 | ||
& General Multi-Index 4 Fund F Acc | 197.86K | 1.32 | 0.23 | 4.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Legal & General Group PLC 5.854% | XS1079028566 | 1.47 | - | - | |
HSBC Holdings PLC 7.571% | XS2553549903 | 1.39 | - | - | |
Aviva PLC 6.755% | XS0364880186 | 1.32 | - | - | |
M&G PLC 6.747% | XS1003373047 | 1.15 | - | - | |
Lloyds Bank plc 7.5% | XS0503834821 | 0.97 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | BUY |
Summary | Buy | Strong Buy | Buy |
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