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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1040 | 1096 | 667 | 897 | 1394 |
Fund Return | 4.02% | 4.02% | 9.59% | -12.63% | -2.16% | 3.38% |
Place in category | 27 | 27 | 25 | 114 | 110 | 56 |
% in Category | 16 | 16 | 14 | 99 | 99 | 79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Balanced Portfolio A GBP Acc | 1.38B | 2.19 | -0.59 | 3.63 | ||
Balanced Portfolio R GBP Acc | 1.38B | 2.33 | -0.02 | 4.21 | ||
American Equity Fund A GBP Acc | 56.28M | 6.85 | 12.91 | 14.28 | ||
American Equity Fund P GBP Acc | 8.76M | 11.52 | 13.21 | 15.36 | ||
American Equity Fund R GBP Acc | 734.36M | 11.59 | 13.50 | 15.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Castlefield CFP SDL UK Buff Ins Acc | 282.41M | -19.64 | -0.70 | - | ||
Castlefield CFP SDL UK Buffettology | 212.19M | 2.01 | -4.12 | 7.38 | ||
HSBC FTSE 250 Index Accumulation C | 1.3B | 1.27 | -0.31 | 4.60 | ||
Old Mutual UK Mid Cap Fund R GBP In | 31.9M | 4.02 | -12.62 | 3.38 | ||
Old Mutual UK Mid Cap Fund U1 GBP A | 116.72M | -0.10 | -13.43 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bellway | GB0000904986 | 4.75 | 2,610.0 | +2.59% | |
Jet2 | GB00B1722W11 | 4.62 | 1,400.00 | +0.22% | |
Melrose Industries | GB00BNGDN821 | 4.12 | 603.60 | +0.10% | |
Intermediate Capital | GB00BYT1DJ19 | 3.91 | 2,152.00 | +1.03% | |
Games Workshop | GB0003718474 | 3.24 | 9,480.0 | -0.42% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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