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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1014 | 1086 | 1020 | 1096 | 1395 |
Fund Return | 5.35% | 1.41% | 8.56% | 0.66% | 1.86% | 3.38% |
Place in category | 436 | 334 | 477 | 293 | 268 | 71 |
% in Category | 67 | 52 | 72 | 47 | 47 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Moderate Portfolio A GBP Acc | 1.3B | 7.77 | 0.04 | 4.51 | ||
Moderate Portfolio R GBP Acc | 1.3B | 8.27 | 0.52 | 5.03 | ||
Old Mutual Cirilium Moderate Passiv | 1.72B | 10.58 | 4.21 | 6.94 | ||
Conservative Portfolio A GBP Acc | 198.93M | 2.85 | -1.98 | 2.06 | ||
Conservative Portfolio R GBP Acc | 198.93M | 3.24 | -1.50 | 2.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 40 Equity Fund A Acc | 5.85B | 0.46 | 0.60 | 4.77 | ||
LifeStrategy 40 Equity Fund A Inc | 5.85B | 0.46 | 0.60 | 4.78 | ||
& General Multi-Index 4 Fund C Acc | 248.37M | 6.58 | 1.11 | 4.43 | ||
General Multi-Index 4 Fund C Dist | 6.62M | 6.57 | 1.11 | 4.43 | ||
& General Multi-Index 4 Fund F Acc | 202.7K | 6.37 | 0.90 | 4.18 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amundi IS JP Morgan GBI Glbl Gvs ETFDR£H | LU2355200796 | 16.56 | - | - | |
Vanguard UK Invm Grd Bd Idx Ins Pl £ Acc | IE00BPT2BV95 | 15.69 | - | - | |
BlackRock ICS Sterling Liq Premier Acc | IE00B43FT809 | 14.12 | - | - | |
Vanguard Glb Corp Bd Idx Ins Pl £ H Acc | IE00BDFB5D65 | 12.30 | - | - | |
Lyxor UCITS Iboxx GBP Gilts | LU1407892592 | 11.43 | 119.53 | -0.47% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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