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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1066 | 981 | 1066 | 961 | 1084 | 1249 |
Fund Return | 6.65% | -1.91% | 6.65% | -1.33% | 1.63% | 2.25% |
Place in category | 645 | 1313 | 645 | 1116 | 873 | 624 |
% in Category | 52 | 89 | 52 | 91 | 81 | 93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ashburton Glbl Balanced D GBP Acc | 235.67M | 7.21 | -0.82 | 2.79 | ||
Ashburton Glbl Balanced I GBP Acc | 235.67M | 7.59 | -0.54 | 3.09 | ||
Ashburton Glbl Balanced C GBP Acc | 235.67M | 8.47 | 0.23 | 3.84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AllianzIncome Growth RM H2GBP | 51.41B | 10.23 | 0.94 | 6.26 | ||
AllianzIncome Growth AM H2GBP | 51.41B | 9.59 | 0.35 | 5.58 | ||
AllianzIncome Growth PM H2GBP | 51.41B | 8.13 | 0.49 | 6.18 | ||
JPMorgan GlblIncome A mth GBPHdgd | 18.07B | 7.86 | 0.15 | - | ||
JPMorgan GlblIncome C mth GBPHdgd | 18.07B | 8.62 | 0.85 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core S&P 500 UCITS | IE00B5BMR087 | 11.63 | 641.67 | -0.03% | |
db x-trackers S&P 500 UCITS 1C | LU0490618542 | 11.63 | 9,652.5 | -0.16% | |
iShares Global Corp Bond UCITS USD Hedged (Acc) | IE00BF3N6Z78 | 10.23 | 5.84 | +0.17% | |
Fidelity Sustainable Global Corporate Bond Paris-A | IE0005E8N9I1 | 10.16 | 5.40 | +0.19% | |
United States Treasury Bills 0% | - | 8.44 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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