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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1048 | 1170 | 1230 | 1349 | 2041 |
Fund Return | 2.82% | 4.79% | 17% | 7.13% | 6.17% | 7.4% |
Place in category | 6848 | 6018 | 4140 | 3764 | 3489 | 1742 |
% in Category | 96 | 84 | 62 | 74 | 92 | 86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio Retail Accumulation | 4.67M | 3.63 | 4.99 | 5.20 | ||
Universal Portfolio Retail Income | 20.99K | 3.63 | 4.95 | 5.40 | ||
Sentinel Universal Portfolio B Accu | 100.82M | 10.07 | 2.66 | 5.72 | ||
Sentinel Universal Portfolio Class | 1.32M | 10.07 | 2.66 | 5.71 | ||
MGTS Greystone Global Growth Fund R | 77.81M | 3.86 | 7.50 | 9.07 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 20.93B | 5.18 | 5.84 | 10.54 | ||
MS Global Brands Fund AXg | 20.93B | 5.11 | 4.82 | 9.64 | ||
MS Global Brands Fund Zg | 20.93B | 5.19 | 5.84 | 10.54 | ||
Developed World Index Sub Fund FleA | 24.56B | 3.93 | 12.51 | 12.78 | ||
Developed World Index Sub Fund Flex | 24.56B | 3.93 | 12.26 | 12.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock European Dynamic FX Acc | GB00BW9Z0V08 | 7.72 | - | - | |
Fidelity Index US Fund P Accumulation | GB00BJS8SH10 | 6.85 | 5.19 | +0.21% | |
JPM US Select Fund C - Net Accumulation | GB00B2Q5DR06 | 6.09 | 11.550 | -0.09% | |
Polar Capital Global Insurance Fund I Acc | IE00B5339C57 | 6.05 | 13.159 | -1.20% | |
L&G S&P 500 US Equal Wght Idx C GBP Acc | GB00BSWT8Q21 | 5.05 | - | - |
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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