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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1064 | 1032 | 1139 | 1003 | 1147 | 1582 |
Fund Return | 6.42% | 3.16% | 13.89% | 0.09% | 2.79% | 4.69% |
Place in category | 718 | 393 | 376 | 1075 | 684 | 166 |
% in Category | 54 | 28 | 31 | 85 | 64 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
7IM Sustainable Balance S GBP Inc | 745.66K | 6.42 | 0.08 | 4.69 | ||
7IM Sustainable Balance C Acc | 80.35M | 4.86 | -0.73 | 4.18 | ||
7IM Sustainable Balance C Inc | 25.71M | 4.86 | -0.73 | 4.18 | ||
7IM Unconstrained D Acc | 143.81K | 4.14 | 1.92 | 3.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.94B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.94B | 1.72 | 3.51 | 6.54 | ||
HS Portfolio Retail Accumulation | 23.48M | 8.40 | 2.95 | 5.59 | ||
Balanced Portfolio Retail Income | 11.87K | 8.37 | 2.95 | 5.59 | ||
Balanced Portfolio C Accumulation | 3.14B | 8.51 | 3.67 | 6.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Robeco Global SDG Credits IH GBP Cap | LU1945299961 | 8.45 | - | - | |
BlueBay Impact-Aligned Bd G GBP Acc | LU2333308927 | 5.97 | - | - | |
Lyxor UCITS Iboxx GBP Gilts | LU1407892592 | 4.96 | 123.57 | +0.12% | |
HSBC Global Government Bond ETFS2QH | IE00BGWL6718 | 4.32 | - | - | |
Janus Henderson UK Responsible Inc G Acc | GB00BMX58Y51 | 3.81 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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