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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1091 | 1036 | 1163 | 1099 | 1392 | 2168 |
Fund Return | 9.13% | 3.57% | 16.35% | 3.18% | 6.83% | 8.05% |
Place in category | 2152 | 1402 | 3385 | 4137 | 2908 | 1512 |
% in Category | 29 | 21 | 55 | 87 | 82 | 75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio Retail Accumulation | 4.95M | 4.28 | 2.32 | 4.91 | ||
Universal Portfolio Retail Income | 2.19K | 4.26 | 2.29 | 5.09 | ||
Sentinel Universal Portfolio B Accu | 89.23M | 4.61 | 3.09 | 5.59 | ||
Sentinel Universal Portfolio Class | 1.45M | 1.44 | 3.31 | 5.31 | ||
MGTS Greystone Global Growth Fund R | 77.75M | 7.81 | 3.52 | 9.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Investment Funds Global Brands Funz | 21.51B | 0.38 | 3.20 | 9.01 | ||
MS Global Brands Fund AXg | 21.51B | -0.03 | 2.26 | 8.14 | ||
MS Global Brands Fund Zg | 21.51B | 0.39 | 3.20 | 9.01 | ||
Developed World Index Sub Fund FleA | 22.58B | 9.61 | 10.66 | 12.32 | ||
Developed World Index Sub Fund Flex | 22.58B | 9.61 | 10.41 | 12.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Polar Capital Global Insurance Fund I Acc | IE00B5339C57 | 8.48 | 11.732 | -0.01% | |
BlackRock European Dynamic FX Acc | GB00BW9Z0V08 | 7.51 | - | - | |
JPM US Select Fund C - Net Accumulation | GB00B2Q5DR06 | 7.34 | 10.310 | +0.59% | |
Fidelity Index US Fund P Accumulation | GB00BJS8SH10 | 7.25 | 4.51 | +0.15% | |
Xtrackers S&P 500 Equal Weight UCITS ETF 1C | IE00BLNMYC90 | 7.02 | 88.10 | -0.53% |
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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