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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1120 | 1036 | 1165 | 1143 | 1302 | 1851 |
Fund Return | 12% | 3.59% | 16.53% | 4.56% | 5.42% | 6.35% |
Place in category | 269 | 380 | 302 | 229 | 302 | 145 |
% in Category | 25 | 34 | 27 | 23 | 39 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market IV Inst Acc | 1.07B | 12.46 | 4.95 | 6.83 | ||
MyFolio Managed II Inst Acc | 1.04B | 6.19 | 0.09 | 2.92 | ||
MyFolio Market II Inst Acc | 1.01B | 7.67 | 1.52 | 4.02 | ||
Standard Life Wealth Bridge Inc | 597.78M | 6.80 | 0.22 | 6.35 | ||
The Norfolk Trust | 31.3M | 9.54 | 2.73 | 7.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 13.54B | 14.64 | 5.85 | 8.51 | ||
LifeStrategy 80 Equity Fund A Inc | 13.54B | 14.64 | 5.85 | 8.50 | ||
Baillie Gifford Managed B Acc | 5.03B | 8.86 | -3.03 | 8.09 | ||
Baillie Gifford Managed B Inc | 5.03B | 8.85 | -3.04 | 8.08 | ||
Baillie Gifford Managed A Acc | 5.03B | 7.75 | -3.98 | 6.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 11.41 | 13.32 | -0.22% | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 10.50 | 4.44 | +0.38% | |
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 10.36 | 185.97 | +1.53% | |
abrdn Asia Pacific ex-Japan TrkrX£Acc | GB00BKBD2F66 | 9.70 | - | - | |
abrdn American Equity Tracker X Acc | GB00BGMK1287 | 8.78 | - | - |
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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