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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1073 | 1030 | 1155 | 1069 | 1405 | 2431 |
Fund Return | 7.25% | 3.05% | 15.54% | 2.24% | 7.03% | 9.29% |
Place in category | 3777 | 2355 | 3686 | 4314 | 2850 | 1153 |
% in Category | 55 | 36 | 61 | 92 | 80 | 54 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio Retail Accumulation | 4.98M | 4.28 | 2.32 | 4.91 | ||
Universal Portfolio Retail Income | 2.21K | 4.26 | 2.29 | 5.09 | ||
Sentinel Universal Portfolio B Accu | 90.5M | 4.61 | 3.09 | 5.59 | ||
Sentinel Universal Portfolio Class | 1.46M | 1.44 | 3.31 | 5.31 | ||
Cautious Managed Fund R Acc | 45.73M | 2.68 | -0.95 | 3.15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MS Global Brands Fund AXg | 21.78B | -0.03 | 2.26 | 8.14 | ||
MS Global Brands Fund Zg | 21.78B | 0.39 | 3.20 | 9.01 | ||
Investment Funds Global Brands Funz | 21.78B | 0.38 | 3.20 | 9.01 | ||
Developed World Index Sub Fund FleA | 22.75B | 9.61 | 10.66 | 12.32 | ||
Developed World Index Sub Fund Flex | 22.75B | 9.61 | 10.41 | 12.21 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPM US Research Enhanced Idx Eq E Acc | GB00BJRCPT57 | 6.06 | - | - | |
JPM Europe (ex-UK) Rsh Enh Idx Eq E Acc | GB00BKTF1F72 | 6.02 | - | - | |
CF Canlife North American Fund C Acc GBP | GB00B73N3278 | 5.08 | 28.92 | +0.46% | |
JPM Global Equity Income S GBP Net Acc | GB00BLJP7121 | 4.99 | - | - | |
Legal & General US Index Trust I Acc | GB00B0CNGT73 | 4.04 | 11.61 | -0.34% |
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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