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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 1064 | 1163 | 1255 | 1469 | 2254 |
Fund Return | 4.13% | 6.36% | 16.33% | 7.88% | 8% | 8.47% |
Place in category | 234 | 132 | 95 | 50 | 52 | 28 |
% in Category | 18 | 13 | 9 | 5 | 7 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dynamic Portfolio Accumulation C | 3.14B | 3.92 | 8.43 | 9.45 | ||
Dynamic Portfolio Income C | 3.14B | 3.92 | 8.02 | 9.33 | ||
Portfolio Retail X Accumulation | 3.14B | 3.90 | 8.15 | 9.19 | ||
- Dynamic Portfolio C Accumulation | 2.28B | 4.13 | 8.28 | 8.61 | ||
Institutional Accumulation | 2.28B | 4.17 | 8.76 | 9.13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 13.71B | 14.64 | 5.85 | 8.51 | ||
LifeStrategy 80 Equity Fund A Inc | 13.71B | 14.64 | 5.85 | 8.50 | ||
Baillie Gifford Managed A Acc | 5.01B | 7.75 | -3.98 | 6.93 | ||
Baillie Gifford Managed A Inc | 5.01B | 7.80 | -3.99 | 6.92 | ||
Baillie Gifford Managed B Acc | 5.01B | 8.86 | -3.03 | 8.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HSBC FTSE All-World Index Instl Acc | GB00BMJJJJ30 | 22.15 | - | - | |
HSBC American Index Fund Institutional Accumulatio | GB0000473313 | 15.61 | 15.07 | -0.70% | |
HSBC Multi Factor Worldwide Equity | IE00BKZGB098 | 10.63 | 31.37 | -0.19% | |
HSBC Global Liq Sterling Liquidity Y | IE00BYYJHN20 | 6.44 | - | - | |
HSBC GIF Global Infrastructure Equity ZD | LU2449328355 | 4.81 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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