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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1044 | 1114 | 1154 | 1353 | 2013 |
Fund Return | 4.41% | 4.41% | 11.45% | 4.88% | 6.24% | 7.25% |
Place in category | 601 | 601 | 439 | 255 | 187 | 65 |
% in Category | 48 | 48 | 38 | 26 | 26 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Moderate Portfolio A GBP Acc | 1.61B | 2.94 | -0.90 | 4.73 | ||
Moderate Portfolio R GBP Acc | 1.61B | 3.12 | -0.38 | 5.26 | ||
Conservative Portfolio A GBP Acc | 244.96M | 0.84 | -2.29 | 2.33 | ||
Conservative Portfolio R GBP Acc | 244.96M | 0.93 | -1.76 | 2.90 | ||
Old Mutual Cirilium Conservative Pa | 192.15M | 1.45 | 0.47 | 3.71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 11.58B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 80 Equity Fund A Inc | 11.58B | 2.96 | 6.53 | 8.34 | ||
Baillie Gifford Managed A Acc | 5.72B | 0.81 | -4.98 | 6.40 | ||
Baillie Gifford Managed A Inc | 5.72B | 0.82 | -4.98 | 6.40 | ||
Baillie Gifford Managed B Acc | 5.72B | 1.01 | -3.98 | 7.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Glb Bd Idx Ins Pl £ H Acc | IE00BPT2BQ43 | 31.78 | - | - | |
iShares North American Eq Idx (UK) L Acc | GB00B08HD588 | 26.16 | - | - | |
BlackRock UK Equity Tracker Fund L Acc | GB00B08HD810 | 24.46 | 3.11 | -0.16% | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 6.82 | - | - | |
iShares Emerging Mkts Eq Idx (UK) L Acc | GB00B4M5NH84 | 4.33 | - | - |
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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