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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1101 | 1011 | 1167 | 1170 | 1414 | 2241 |
Fund Return | 10.1% | 1.1% | 16.71% | 5.36% | 7.17% | 8.4% |
Place in category | 116 | 902 | 145 | 87 | 55 | 27 |
% in Category | 10 | 68 | 13 | 9 | 8 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Portfolio Retail X Accumulation | 2.88B | 11.36 | 5.28 | 9.09 | ||
Dynamic Portfolio Accumulation C | 2.88B | 10.35 | 5.60 | 9.47 | ||
Dynamic Portfolio Income C | 2.88B | 10.38 | 5.61 | 9.48 | ||
- Dynamic Portfolio C Accumulation | 2.22B | 10.10 | 5.36 | 8.41 | ||
Institutional Accumulation | 2.22B | 10.46 | 5.82 | 8.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 13.11B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 80 Equity Fund A Inc | 13.11B | 2.96 | 6.53 | 8.34 | ||
Baillie Gifford Managed A Acc | 5.03B | 0.81 | -4.98 | 6.40 | ||
Baillie Gifford Managed A Inc | 5.03B | 0.82 | -4.98 | 6.40 | ||
Baillie Gifford Managed B Acc | 5.03B | 1.01 | -3.98 | 7.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HSBC FTSE All-World Index Instl Acc | GB00BMJJJJ30 | 21.73 | - | - | |
HSBC American Index Fund Institutional Accumulatio | GB0000473313 | 18.66 | 14.78 | +0.24% | |
HSBC Multi Factor Worldwide Equity | IE00BKZGB098 | 10.65 | 30.76 | +0.07% | |
HSBC Global Liq Sterling Liquidity Y | IE00BYYJHN20 | 6.49 | - | - | |
HSBC GIF Global Infrastructure Equity ZD | LU2449328355 | 4.04 | - | - |
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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