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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1106 | 1031 | 1148 | 1132 | 1323 | 1957 |
Fund Return | 10.58% | 3.11% | 14.83% | 4.21% | 5.76% | 6.94% |
Place in category | 519 | 533 | 588 | 290 | 238 | 85 |
% in Category | 45 | 45 | 50 | 28 | 31 | 16 |
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 | ||
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 | ||
Old Mutual Cirilium Conservative Pa | 179.3M | 5.35 | 0.66 | 3.38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 13.08B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 80 Equity Fund A Inc | 13.08B | 14.64 | 5.85 | 8.50 | ||
Baillie Gifford Managed A Inc | 4.9B | 9.20 | -4.32 | 6.94 | ||
Baillie Gifford Managed B Acc | 4.9B | 10.22 | -3.34 | 8.11 | ||
Baillie Gifford Managed B Inc | 4.9B | 10.18 | -3.37 | 8.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares North American Eq Idx (UK) L Acc | GB00B08HD588 | 24.98 | - | - | |
BlackRock UK Equity Tracker Fund L Acc | GB00B08HD810 | 15.87 | 3.08 | 0% | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 10.65 | - | - | |
iShares Emerging Mkts Eq Idx (UK) L Acc | GB00B4M5NH84 | 8.46 | - | - | |
Amundi IS JP Morgan GBI Glbl Gvs ETFDR£H | LU2355200796 | 6.77 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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